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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 | $97,485 | $184,000-47.0% | $162,185-39.9% | $152,909-36.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.5%+12.0pp |
| Annual return | 14.66% | 150.80%-136.1pp | 115.61%-100.9pp | 345.46%-330.8pp |
| Employer contribution / active EE | $3,512 | $6,370-44.9% | $5,613-37.4% | $4,764-26.3% |
| Participant deferral / active EE | $6,685 | $8,033-16.8% | $7,297-8.4% | $5,851+14.2% |
| Admin fee / account holder | $20,789 | $13,124+58.4% | $10,844+91.7% | $11,601+79.2% |