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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 | $54,504 | $160,070-65.9% | $147,117-63.0% | $145,897-62.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 17.02% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $5,277 | $5,285-0.2% | $4,932+7.0% | $4,663+13.2% |
| Participant deferral / active EE | $13,957 | $8,419+65.8% | $8,065+73.1% | $6,689+108.7% |
| Admin fee / account holder | $3,107 | $15,035-79.3% | $12,993-76.1% | $13,390-76.8% |