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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 | $63,932 | $160,070-60.1% | $147,117-56.5% | $145,897-56.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.64% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,227 | $5,285-76.8% | $4,932-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $8,845 | $8,419+5.1% | $8,065+9.7% | $6,689+32.2% |
| Admin fee / account holder | $21,344 | $15,035+42.0% | $12,993+64.3% | $13,390+59.4% |