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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,476 | $160,070-69.1% | $147,117-66.4% | $145,897-66.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 15.03% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $6,014 | $5,285+13.8% | $4,932+21.9% | $4,663+29.0% |
| Participant deferral / active EE | $6,242 | $8,419-25.9% | $8,065-22.6% | $6,689-6.7% |
| Admin fee / account holder | $1,419 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |