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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 | $66,468 | $159,978-58.5% | $147,041-54.8% | $145,978-54.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 26.44% | 98.36%-71.9pp | 419.21%-392.8pp | 550.52%-524.1pp |
| Employer contribution / active EE | $4,238 | $5,288-19.9% | $4,935-14.1% | $4,662-9.1% |
| Participant deferral / active EE | $12,494 | $8,429+48.2% | $8,071+54.8% | $6,690+86.8% |
| Admin fee / account holder | $1,938 | $15,053-87.1% | $13,006-85.1% | $13,400-85.5% |