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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 | $57,025 | $160,070-64.4% | $147,117-61.2% | $145,897-60.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.82% | 98.69%-88.9pp | 420.54%-410.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,111 | $5,285-60.0% | $4,932-57.2% | $4,663-54.7% |
| Participant deferral / active EE | $5,939 | $8,419-29.5% | $8,065-26.4% | $6,689-11.2% |
| Admin fee / account holder | $962 | $15,035-93.6% | $12,993-92.6% | $13,390-92.8% |