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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 | $51,613 | $160,028-67.7% | $147,080-64.9% | $145,884-64.6% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.83% | 98.60%-84.8pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $9,757 | $5,286+84.6% | $4,933+97.8% | $4,662+109.3% |
| Participant deferral / active EE | $6,001 | $8,422-28.7% | $8,066-25.6% | $6,690-10.3% |
| Admin fee / account holder | $136,193 | $15,030+806.1% | $12,989+948.5% | $13,392+917.0% |