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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 | $55,250 | $160,070-65.5% | $147,117-62.4% | $145,897-62.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.14% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,768 | $5,285-47.6% | $4,932-43.9% | $4,663-40.6% |
| Participant deferral / active EE | $5,307 | $8,419-37.0% | $8,065-34.2% | $6,689-20.7% |
| Admin fee / account holder | $552 | $15,035-96.3% | $12,993-95.8% | $13,390-95.9% |