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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 | $99,233 | $160,040-38.0% | $147,096-32.5% | $145,877-32.0% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 23.28% | 98.49%-75.2pp | 419.75%-396.5pp | 551.28%-528.0pp |
| Employer contribution / active EE | $11,916 | $5,289+125.3% | $4,936+141.4% | $4,663+155.6% |
| Participant deferral / active EE | $18,146 | $8,429+115.3% | $8,071+124.8% | $6,691+171.2% |
| Admin fee / account holder | $4,521 | $15,050-70.0% | $13,005-65.2% | $13,402-66.3% |