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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 | $98,272 | $160,040-38.6% | $147,096-33.2% | $145,877-32.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 36.15% | 98.49%-62.3pp | 419.75%-383.6pp | 551.28%-515.1pp |
| Employer contribution / active EE | $9,431 | $5,289+78.3% | $4,936+91.1% | $4,663+102.3% |
| Participant deferral / active EE | $4,366 | $8,429-48.2% | $8,071-45.9% | $6,691-34.7% |
| Admin fee / account holder | $974 | $15,050-93.5% | $13,005-92.5% | $13,402-92.7% |