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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 | $49,174 | $176,105-72.1% | $159,474-69.2% | $167,536-70.6% |
| Participation rate | 94.7% | 85.0%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 14.02% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $3,616 | $5,299-31.8% | $4,831-25.1% | $4,839-25.3% |
| Participant deferral / active EE | $7,888 | $7,751+1.8% | $7,353+7.3% | $6,342+24.4% |
| Admin fee / account holder | $1,072 | $12,559-91.5% | $10,802-90.1% | $12,315-91.3% |