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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 | $73,986 | $138,076-46.4% | $123,553-40.1% | $135,380-45.3% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 10.76% | 153.70%-142.9pp | 119.21%-108.4pp | 519.81%-509.0pp |
| Employer contribution / active EE | $3,991 | $5,152-22.5% | $4,628-13.8% | $4,779-16.5% |
| Participant deferral / active EE | $6,745 | $6,800-0.8% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $6,019 | $10,917-44.9% | $9,284-35.2% | $10,828-44.4% |