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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 | $107,219 | $160,040-33.0% | $147,096-27.1% | $145,877-26.5% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 26.69% | 98.49%-71.8pp | 419.75%-393.1pp | 551.28%-524.6pp |
| Employer contribution / active EE | $3,571 | $5,289-32.5% | $4,936-27.6% | $4,663-23.4% |
| Participant deferral / active EE | $4,207 | $8,429-50.1% | $8,071-47.9% | $6,691-37.1% |
| Admin fee / account holder | $2,501 | $15,050-83.4% | $13,005-80.8% | $13,402-81.3% |