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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 | $96,270 | $160,070-39.9% | $147,117-34.6% | $145,897-34.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.69% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $11,872 | $5,285+124.7% | $4,932+140.7% | $4,663+154.6% |
| Participant deferral / active EE | $5,590 | $8,419-33.6% | $8,065-30.7% | $6,689-16.4% |
| Admin fee / account holder | $3,739 | $15,035-75.1% | $12,993-71.2% | $13,390-72.1% |