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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 | $159,978-47.7% | $147,041-43.2% | $145,978-42.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 18.51% | 98.36%-79.9pp | 419.21%-400.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $2,502 | $5,288-52.7% | $4,935-49.3% | $4,662-46.3% |
| Participant deferral / active EE | $7,759 | $8,429-7.9% | $8,071-3.9% | $6,690+16.0% |
| Admin fee / account holder | $25,151 | $15,053+67.1% | $13,006+93.4% | $13,400+87.7% |