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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 | $83,643 | $166,268-49.7% | $165,100-49.3% | $145,897-42.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 9.74% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $10,747 | $5,284+103.4% | $4,348+147.2% | $4,663+130.5% |
| Participant deferral / active EE | $4,594 | $6,964-34.0% | $6,035-23.9% | $6,689-31.3% |
| Admin fee / account holder | $901 | $16,659-94.6% | $12,696-92.9% | $13,390-93.3% |