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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 | $40,513 | $160,070-74.7% | $147,117-72.5% | $145,897-72.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 18.68% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $3,287 | $5,285-37.8% | $4,932-33.4% | $4,663-29.5% |
| Participant deferral / active EE | $7,438 | $8,419-11.7% | $8,065-7.8% | $6,689+11.2% |
| Admin fee / account holder | $808 | $15,035-94.6% | $12,993-93.8% | $13,390-94.0% |