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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 | $96,625 | $217,432-55.6% | $185,849-48.0% | $167,536-42.3% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.41% | 148.42%-135.0pp | 122.10%-108.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $11,792 | $5,875+100.7% | $5,169+128.1% | $4,839+143.7% |
| Participant deferral / active EE | $9,989 | $6,357+57.1% | $5,569+79.4% | $6,342+57.5% |
| Admin fee / account holder | $6,185 | $19,818-68.8% | $16,244-61.9% | $12,315-49.8% |