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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 | $160,040-71.8% | $147,096-69.4% | $145,877-69.1% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 9.67% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $4,221 | $5,289-20.2% | $4,936-14.5% | $4,663-9.5% |
| Participant deferral / active EE | $3,840 | $8,429-54.4% | $8,071-52.4% | $6,691-42.6% |
| Admin fee / account holder | $39,081 | $15,050+159.7% | $13,005+200.5% | $13,402+191.6% |