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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 | $159,978-31.4% | $147,041-25.4% | $145,978-24.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.15% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,905 | $5,288-45.1% | $4,935-41.1% | $4,662-37.7% |
| Participant deferral / active EE | $5,137 | $8,429-39.0% | $8,071-36.3% | $6,690-23.2% |
| Admin fee / account holder | $1,545 | $15,053-89.7% | $13,006-88.1% | $13,400-88.5% |