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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 | $21,501 | $176,077-87.8% | $159,455-86.5% | $167,518-87.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.42% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $9,764 | $5,298+84.3% | $4,830+102.2% | $4,838+101.8% |
| Participant deferral / active EE | $8,702 | $7,751+12.3% | $7,353+18.3% | $6,342+37.2% |
| Admin fee / account holder | $1,131 | $12,556-91.0% | $10,800-89.5% | $12,312-90.8% |