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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 | $58,189 | $159,978-63.6% | $147,041-60.4% | $145,978-60.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 17.56% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $5,144 | $5,288-2.7% | $4,935+4.2% | $4,662+10.3% |
| Participant deferral / active EE | $7,362 | $8,429-12.7% | $8,071-8.8% | $6,690+10.1% |
| Admin fee / account holder | $8,963 | $15,053-40.5% | $13,006-31.1% | $13,400-33.1% |