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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 | $30,890 | $160,070-80.7% | $147,117-79.0% | $145,897-78.8% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 16.44% | 98.69%-82.2pp | 420.54%-404.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $4,052 | $5,285-23.3% | $4,932-17.8% | $4,663-13.1% |
| Participant deferral / active EE | $5,365 | $8,419-36.3% | $8,065-33.5% | $6,689-19.8% |
| Admin fee / account holder | $975 | $15,035-93.5% | $12,993-92.5% | $13,390-92.7% |