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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 | $71,088 | $160,070-55.6% | $147,117-51.7% | $145,897-51.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.43% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $4,632 | $5,285-12.3% | $4,932-6.1% | $4,663-0.7% |
| Participant deferral / active EE | $8,398 | $8,419-0.3% | $8,065+4.1% | $6,689+25.5% |
| Admin fee / account holder | $3,323 | $15,035-77.9% | $12,993-74.4% | $13,390-75.2% |