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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 | $160,070-69.0% | $147,117-66.3% | $145,897-66.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 20.38% | 98.69%-78.3pp | 420.54%-400.2pp | 552.29%-531.9pp |
| Employer contribution / active EE | $8,055 | $5,285+52.4% | $4,932+63.3% | $4,663+72.8% |
| Participant deferral / active EE | $19,287 | $8,419+129.1% | $8,065+139.2% | $6,689+188.3% |
| Admin fee / account holder | $4,261 | $15,035-71.7% | $12,993-67.2% | $13,390-68.2% |