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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 | $89,666 | $160,070-44.0% | $147,117-39.1% | $145,897-38.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 10.47% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,646 | $5,285-68.8% | $4,932-66.6% | $4,663-64.7% |
| Participant deferral / active EE | $11,263 | $8,419+33.8% | $8,065+39.7% | $6,689+68.4% |
| Admin fee / account holder | $16,391 | $15,035+9.0% | $12,993+26.2% | $13,390+22.4% |