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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 | $160,070-58.9% | $147,117-55.3% | $145,897-54.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.75% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $4,961 | $5,285-6.1% | $4,932+0.6% | $4,663+6.4% |
| Participant deferral / active EE | $7,734 | $8,419-8.1% | $8,065-4.1% | $6,689+15.6% |
| Admin fee / account holder | $2,261 | $15,035-85.0% | $12,993-82.6% | $13,390-83.1% |