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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 | $76,914 | $160,040-51.9% | $147,096-47.7% | $145,877-47.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 30.71% | 98.49%-67.8pp | 419.75%-389.0pp | 551.28%-520.6pp |
| Employer contribution / active EE | $9,375 | $5,289+77.2% | $4,936+89.9% | $4,663+101.1% |
| Participant deferral / active EE | $7,014 | $8,429-16.8% | $8,071-13.1% | $6,691+4.8% |
| Admin fee / account holder | $907 | $15,050-94.0% | $13,005-93.0% | $13,402-93.2% |