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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 | $95,242 | $160,070-40.5% | $147,117-35.3% | $145,897-34.7% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.95% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $12,766 | $5,285+141.6% | $4,932+158.8% | $4,663+173.8% |
| Participant deferral / active EE | $8,909 | $8,419+5.8% | $8,065+10.5% | $6,689+33.2% |
| Admin fee / account holder | $1,163 | $15,035-92.3% | $12,993-91.0% | $13,390-91.3% |