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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 | $65,601 | $217,432-69.8% | $185,851-64.7% | $167,553-60.8% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 13.16% | 148.43%-135.3pp | 122.11%-109.0pp | 478.89%-465.7pp |
| Employer contribution / active EE | $1,509 | $5,874-74.3% | $5,168-70.8% | $4,840-68.8% |
| Participant deferral / active EE | $5,171 | $6,357-18.7% | $5,569-7.1% | $6,343-18.5% |
| Admin fee / account holder | $3,310 | $19,820-83.3% | $16,245-79.6% | $12,316-73.1% |