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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 | $160,028-55.3% | $147,080-51.3% | $145,884-50.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.13% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $5,243 | $5,286-0.8% | $4,933+6.3% | $4,662+12.4% |
| Participant deferral / active EE | $13,664 | $8,422+62.2% | $8,066+69.4% | $6,690+104.3% |
| Admin fee / account holder | $3,865 | $15,030-74.3% | $12,989-70.2% | $13,392-71.1% |