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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 | $70,644 | $160,070-55.9% | $147,117-52.0% | $145,897-51.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 13.41% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,312 | $5,285-18.4% | $4,932-12.6% | $4,663-7.5% |
| Participant deferral / active EE | $11,945 | $8,419+41.9% | $8,065+48.1% | $6,689+78.6% |
| Admin fee / account holder | $1,948 | $15,035-87.0% | $12,993-85.0% | $13,390-85.4% |