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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 | $59,480 | $160,070-62.8% | $147,117-59.6% | $145,897-59.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 18.67% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $6,958 | $5,285+31.7% | $4,932+41.1% | $4,663+49.2% |
| Participant deferral / active EE | $4,079 | $8,419-51.6% | $8,065-49.4% | $6,689-39.0% |
| Admin fee / account holder | $668 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |