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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 | $82,666 | $160,028-48.3% | $147,080-43.8% | $145,884-43.3% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 38.45% | 98.60%-60.1pp | 420.17%-381.7pp | 551.85%-513.4pp |
| Employer contribution / active EE | $13,257 | $5,286+150.8% | $4,933+168.7% | $4,662+184.4% |
| Participant deferral / active EE | $14,720 | $8,422+74.8% | $8,066+82.5% | $6,690+120.0% |
| Admin fee / account holder | $1,025 | $15,030-93.2% | $12,989-92.1% | $13,392-92.3% |