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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 | $54,875 | $160,028-65.7% | $147,080-62.7% | $145,884-62.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 14.07% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $10,986 | $5,286+107.8% | $4,933+122.7% | $4,662+135.6% |
| Participant deferral / active EE | $6,518 | $8,422-22.6% | $8,066-19.2% | $6,690-2.6% |
| Admin fee / account holder | $857 | $15,030-94.3% | $12,989-93.4% | $13,392-93.6% |