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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 | $109,671 | $160,070-31.5% | $147,117-25.5% | $145,897-24.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.15% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,905 | $5,285-45.0% | $4,932-41.1% | $4,663-37.7% |
| Participant deferral / active EE | $5,137 | $8,419-39.0% | $8,065-36.3% | $6,689-23.2% |
| Admin fee / account holder | $1,545 | $15,035-89.7% | $12,993-88.1% | $13,390-88.5% |