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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 | $58,898 | $160,070-63.2% | $147,117-60.0% | $145,897-59.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.28% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,261 | $5,285-38.3% | $4,932-33.9% | $4,663-30.1% |
| Participant deferral / active EE | $10,036 | $8,419+19.2% | $8,065+24.4% | $6,689+50.0% |
| Admin fee / account holder | $571 | $15,035-96.2% | $12,993-95.6% | $13,390-95.7% |