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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 | $78,910 | $160,028-50.7% | $147,080-46.3% | $145,884-45.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.70% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,906 | $5,286-63.9% | $4,933-61.4% | $4,662-59.1% |
| Participant deferral / active EE | $5,995 | $8,422-28.8% | $8,066-25.7% | $6,690-10.4% |
| Admin fee / account holder | $43,124 | $15,030+186.9% | $12,989+232.0% | $13,392+222.0% |