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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 | $49,377 | $160,070-69.2% | $147,117-66.4% | $145,897-66.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.14% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,932 | $5,285-25.6% | $4,932-20.3% | $4,663-15.7% |
| Participant deferral / active EE | $5,777 | $8,419-31.4% | $8,065-28.4% | $6,689-13.6% |
| Admin fee / account holder | $21,348 | $15,035+42.0% | $12,993+64.3% | $13,390+59.4% |