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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 | $45,055 | $160,070-71.9% | $147,117-69.4% | $145,897-69.1% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 9.67% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,221 | $5,285-20.1% | $4,932-14.4% | $4,663-9.5% |
| Participant deferral / active EE | $3,840 | $8,419-54.4% | $8,065-52.4% | $6,689-42.6% |
| Admin fee / account holder | $39,081 | $15,035+159.9% | $12,993+200.8% | $13,390+191.9% |