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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 | $66,425 | $166,131-60.0% | $164,975-59.7% | $145,877-54.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 13.51% | 100.37%-86.9pp | 70.12%-56.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $4,310 | $5,276-18.3% | $4,343-0.7% | $4,663-7.6% |
| Participant deferral / active EE | $10,267 | $6,962+47.5% | $6,033+70.2% | $6,691+53.5% |
| Admin fee / account holder | $37,273 | $16,648+123.9% | $12,688+193.8% | $13,402+178.1% |