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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 | $67,814 | $183,978-63.1% | $162,171-58.2% | $152,885-55.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 16.21% | 150.78%-134.6pp | 115.60%-99.4pp | 345.39%-329.2pp |
| Employer contribution / active EE | $5,224 | $6,370-18.0% | $5,613-6.9% | $4,763+9.7% |
| Participant deferral / active EE | $9,055 | $8,033+12.7% | $7,297+24.1% | $5,851+54.8% |
| Admin fee / account holder | $5,814 | $13,122-55.7% | $10,843-46.4% | $11,598-49.9% |