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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 | $66,962 | $176,077-62.0% | $159,455-58.0% | $167,518-60.0% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 15.33% | 331.83%-316.5pp | 263.63%-248.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $3,033 | $5,298-42.7% | $4,830-37.2% | $4,838-37.3% |
| Participant deferral / active EE | $6,208 | $7,751-19.9% | $7,353-15.6% | $6,342-2.1% |
| Admin fee / account holder | $11,273 | $12,556-10.2% | $10,800+4.4% | $12,312-8.4% |