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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 | $67,737 | $160,028-57.7% | $147,080-53.9% | $145,884-53.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 20.63% | 98.60%-78.0pp | 420.17%-399.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $7,882 | $5,286+49.1% | $4,933+59.8% | $4,662+69.1% |
| Participant deferral / active EE | $6,089 | $8,422-27.7% | $8,066-24.5% | $6,690-9.0% |
| Admin fee / account holder | $697 | $15,030-95.4% | $12,989-94.6% | $13,392-94.8% |