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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 | $35,556 | $160,028-77.8% | $147,080-75.8% | $145,884-75.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.27% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $6,873 | $5,286+30.0% | $4,933+39.3% | $4,662+47.4% |
| Participant deferral / active EE | $9,226 | $8,422+9.5% | $8,066+14.4% | $6,690+37.9% |
| Admin fee / account holder | $490 | $15,030-96.7% | $12,989-96.2% | $13,392-96.3% |