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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 | $68,541 | $160,028-57.2% | $147,080-53.4% | $145,884-53.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 17.30% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.5pp |
| Employer contribution / active EE | $3,208 | $5,286-39.3% | $4,933-35.0% | $4,662-31.2% |
| Participant deferral / active EE | $6,145 | $8,422-27.0% | $8,066-23.8% | $6,690-8.1% |
| Admin fee / account holder | $559 | $15,030-96.3% | $12,989-95.7% | $13,392-95.8% |