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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 | $65,170 | $102,595-36.5% | $94,057-30.7% | $154,746-57.9% |
| Participation rate | 76.5% | 76.0%+0.5pp | 73.3%+3.1pp | 80.7%-4.2pp |
| Annual return | 12.29% | 583.42%-571.1pp | 480.62%-468.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $6,035 | $3,147+91.8% | $2,933+105.8% | $4,379+37.8% |
| Participant deferral / active EE | $7,695 | $5,118+50.3% | $4,709+63.4% | $6,730+14.3% |
| Admin fee / account holder | $1,772 | $7,736-77.1% | $7,244-75.5% | $14,365-87.7% |