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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 | $77,838 | $160,070-51.4% | $147,117-47.1% | $145,897-46.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.82% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,511 | $5,285-71.4% | $4,932-69.4% | $4,663-67.6% |
| Participant deferral / active EE | $8,842 | $8,419+5.0% | $8,065+9.6% | $6,689+32.2% |
| Admin fee / account holder | $1,447 | $15,035-90.4% | $12,993-88.9% | $13,390-89.2% |