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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 | $55,850 | $160,040-65.1% | $147,096-62.0% | $145,877-61.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 67.69% | 98.49%-30.8pp | 419.75%-352.1pp | 551.28%-483.6pp |
| Employer contribution / active EE | $5,311 | $5,289+0.4% | $4,936+7.6% | $4,663+13.9% |
| Participant deferral / active EE | $9,537 | $8,429+13.1% | $8,071+18.2% | $6,691+42.5% |
| Admin fee / account holder | $2,603 | $15,050-82.7% | $13,005-80.0% | $13,402-80.6% |