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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 | $55,951 | $226,135-75.3% | $182,558-69.4% | $152,909-63.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 19.56% | 192.60%-173.0pp | 148.59%-129.0pp | 345.46%-325.9pp |
| Employer contribution / active EE | $9,568 | $4,979+92.2% | $4,076+134.7% | $4,764+100.8% |
| Participant deferral / active EE | $4,638 | $6,371-27.2% | $5,526-16.1% | $5,851-20.7% |
| Admin fee / account holder | $12,078 | $10,707+12.8% | $8,594+40.5% | $11,601+4.1% |