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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 | $65,819 | $160,040-58.9% | $147,096-55.3% | $145,877-54.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.75% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $4,961 | $5,289-6.2% | $4,936+0.5% | $4,663+6.4% |
| Participant deferral / active EE | $7,734 | $8,429-8.2% | $8,071-4.2% | $6,691+15.6% |
| Admin fee / account holder | $2,261 | $15,050-85.0% | $13,005-82.6% | $13,402-83.1% |