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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 | $64,774 | $160,070-59.5% | $147,117-56.0% | $145,897-55.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.76% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,050 | $5,285-42.3% | $4,932-38.2% | $4,663-34.6% |
| Participant deferral / active EE | $9,678 | $8,419+15.0% | $8,065+20.0% | $6,689+44.7% |
| Admin fee / account holder | $2,060 | $15,035-86.3% | $12,993-84.1% | $13,390-84.6% |