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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 | $88,424 | $160,070-44.8% | $147,117-39.9% | $145,897-39.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 20.02% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $5,218 | $5,285-1.3% | $4,932+5.8% | $4,663+11.9% |
| Participant deferral / active EE | $13,327 | $8,419+58.3% | $8,065+65.3% | $6,689+99.2% |
| Admin fee / account holder | $4,552 | $15,035-69.7% | $12,993-65.0% | $13,390-66.0% |