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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 | $83,593 | $160,070-47.8% | $147,117-43.2% | $145,897-42.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 18.51% | 98.69%-80.2pp | 420.54%-402.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,502 | $5,285-52.7% | $4,932-49.3% | $4,663-46.3% |
| Participant deferral / active EE | $7,759 | $8,419-7.8% | $8,065-3.8% | $6,689+16.0% |
| Admin fee / account holder | $25,151 | $15,035+67.3% | $12,993+93.6% | $13,390+87.8% |