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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 | $67,125 | $160,070-58.1% | $147,117-54.4% | $145,897-54.0% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.0pp |
| Annual return | 18.37% | 98.69%-80.3pp | 420.54%-402.2pp | 552.29%-533.9pp |
| Employer contribution / active EE | $3,978 | $5,285-24.7% | $4,932-19.3% | $4,663-14.7% |
| Participant deferral / active EE | $8,935 | $8,419+6.1% | $8,065+10.8% | $6,689+33.6% |
| Admin fee / account holder | $6,171 | $15,035-59.0% | $12,993-52.5% | $13,390-53.9% |