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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 | $61,089 | $160,040-61.8% | $147,096-58.5% | $145,877-58.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 14.12% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,243 | $5,289-38.7% | $4,936-34.3% | $4,663-30.5% |
| Participant deferral / active EE | $7,178 | $8,429-14.8% | $8,071-11.1% | $6,691+7.3% |
| Admin fee / account holder | $1,934 | $15,050-87.2% | $13,005-85.1% | $13,402-85.6% |