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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 | $84,163 | $160,070-47.4% | $147,117-42.8% | $145,897-42.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.84% | 98.69%-83.9pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $4,311 | $5,285-18.4% | $4,932-12.6% | $4,663-7.5% |
| Participant deferral / active EE | $10,157 | $8,419+20.6% | $8,065+25.9% | $6,689+51.8% |
| Admin fee / account holder | $526 | $15,035-96.5% | $12,993-95.9% | $13,390-96.1% |