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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 | $70,846 | $159,978-55.7% | $147,041-51.8% | $145,978-51.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 14.27% | 98.36%-84.1pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,739 | $5,288-29.3% | $4,935-24.2% | $4,662-19.8% |
| Participant deferral / active EE | $8,270 | $8,429-1.9% | $8,071+2.5% | $6,690+23.6% |
| Admin fee / account holder | $4,050 | $15,053-73.1% | $13,006-68.9% | $13,400-69.8% |