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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 | $34,307 | $160,070-78.6% | $147,117-76.7% | $145,897-76.5% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 14.56% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,245 | $5,285-57.5% | $4,932-54.5% | $4,663-51.8% |
| Participant deferral / active EE | $5,304 | $8,419-37.0% | $8,065-34.2% | $6,689-20.7% |
| Admin fee / account holder | $318 | $15,035-97.9% | $12,993-97.6% | $13,390-97.6% |