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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 | $49,572 | $160,040-69.0% | $147,096-66.3% | $145,877-66.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 20.38% | 98.49%-78.1pp | 419.75%-399.4pp | 551.28%-530.9pp |
| Employer contribution / active EE | $8,055 | $5,289+52.3% | $4,936+63.2% | $4,663+72.8% |
| Participant deferral / active EE | $19,287 | $8,429+128.8% | $8,071+139.0% | $6,691+188.3% |
| Admin fee / account holder | $4,261 | $15,050-71.7% | $13,005-67.2% | $13,402-68.2% |