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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 | $69,662 | $217,432-68.0% | $185,849-62.5% | $167,536-58.4% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 13.34% | 148.42%-135.1pp | 122.10%-108.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,549 | $5,875-73.6% | $5,169-70.0% | $4,839-68.0% |
| Participant deferral / active EE | $3,739 | $6,357-41.2% | $5,569-32.9% | $6,342-41.0% |
| Admin fee / account holder | $5,257 | $19,818-73.5% | $16,244-67.6% | $12,315-57.3% |