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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 | $60,496 | $160,070-62.2% | $147,117-58.9% | $145,897-58.5% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 41.91% | 98.69%-56.8pp | 420.54%-378.6pp | 552.29%-510.4pp |
| Employer contribution / active EE | $6,388 | $5,285+20.9% | $4,932+29.5% | $4,663+37.0% |
| Participant deferral / active EE | $12,220 | $8,419+45.1% | $8,065+51.5% | $6,689+82.7% |
| Admin fee / account holder | $7,036 | $15,035-53.2% | $12,993-45.8% | $13,390-47.5% |