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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 | $73,256 | $160,040-54.2% | $147,096-50.2% | $145,877-49.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.75% | 98.49%-79.7pp | 419.75%-401.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $12,481 | $5,289+136.0% | $4,936+152.9% | $4,663+167.7% |
| Participant deferral / active EE | $32,073 | $8,429+280.5% | $8,071+297.4% | $6,691+379.4% |
| Admin fee / account holder | $2,791 | $15,050-81.5% | $13,005-78.5% | $13,402-79.2% |