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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 | $47,134 | $160,070-70.6% | $147,117-68.0% | $145,897-67.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.06% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,030 | $5,285-61.6% | $4,932-58.8% | $4,663-56.5% |
| Participant deferral / active EE | $3,557 | $8,419-57.7% | $8,065-55.9% | $6,689-46.8% |
| Admin fee / account holder | $34,788 | $15,035+131.4% | $12,993+167.8% | $13,390+159.8% |