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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 | $82,934 | $160,028-48.2% | $147,080-43.6% | $145,884-43.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.56% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $5,351 | $5,286+1.2% | $4,933+8.5% | $4,662+14.8% |
| Participant deferral / active EE | $10,593 | $8,422+25.8% | $8,066+31.3% | $6,690+58.4% |
| Admin fee / account holder | $4,691 | $15,030-68.8% | $12,989-63.9% | $13,392-65.0% |