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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 | $71,592 | $160,040-55.3% | $147,096-51.3% | $145,877-50.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.13% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $5,243 | $5,289-0.9% | $4,936+6.2% | $4,663+12.4% |
| Participant deferral / active EE | $13,664 | $8,429+62.1% | $8,071+69.3% | $6,691+104.2% |
| Admin fee / account holder | $3,865 | $15,050-74.3% | $13,005-70.3% | $13,402-71.2% |