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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 | $160,028-58.5% | $147,080-54.8% | $145,884-54.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 26.44% | 98.60%-72.2pp | 420.17%-393.7pp | 551.85%-525.4pp |
| Employer contribution / active EE | $4,238 | $5,286-19.8% | $4,933-14.1% | $4,662-9.1% |
| Participant deferral / active EE | $12,494 | $8,422+48.3% | $8,066+54.9% | $6,690+86.8% |
| Admin fee / account holder | $1,938 | $15,030-87.1% | $12,989-85.1% | $13,392-85.5% |