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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 | $75,902 | $160,070-52.6% | $147,117-48.4% | $145,897-48.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 15.93% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,853 | $5,285-27.1% | $4,932-21.9% | $4,663-17.4% |
| Participant deferral / active EE | $7,486 | $8,419-11.1% | $8,065-7.2% | $6,689+11.9% |
| Admin fee / account holder | $764 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |