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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 | $52,066 | $160,040-67.5% | $147,096-64.6% | $145,877-64.3% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.52% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,561 | $5,289-32.7% | $4,936-27.9% | $4,663-23.6% |
| Participant deferral / active EE | $7,691 | $8,429-8.8% | $8,071-4.7% | $6,691+15.0% |
| Admin fee / account holder | $1,343 | $15,050-91.1% | $13,005-89.7% | $13,402-90.0% |