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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 | $160,070-54.2% | $147,117-50.2% | $145,897-49.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.75% | 98.69%-79.9pp | 420.54%-401.8pp | 552.29%-533.5pp |
| Employer contribution / active EE | $12,481 | $5,285+136.2% | $4,932+153.0% | $4,663+167.7% |
| Participant deferral / active EE | $32,073 | $8,419+280.9% | $8,065+297.7% | $6,689+379.5% |
| Admin fee / account holder | $2,791 | $15,035-81.4% | $12,993-78.5% | $13,390-79.2% |