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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 | $54,992 | $160,070-65.6% | $147,117-62.6% | $145,897-62.3% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 16.55% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $3,081 | $5,285-41.7% | $4,932-37.5% | $4,663-33.9% |
| Participant deferral / active EE | $4,569 | $8,419-45.7% | $8,065-43.3% | $6,689-31.7% |
| Admin fee / account holder | $1,243 | $15,035-91.7% | $12,993-90.4% | $13,390-90.7% |