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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 | $78,817 | $160,070-50.8% | $147,117-46.4% | $145,897-46.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.19% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $7,285 | $5,285+37.9% | $4,932+47.7% | $4,663+56.2% |
| Participant deferral / active EE | $15,473 | $8,419+83.8% | $8,065+91.9% | $6,689+131.3% |
| Admin fee / account holder | $1,798 | $15,035-88.0% | $12,993-86.2% | $13,390-86.6% |