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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 | $72,220 | $159,978-54.9% | $147,041-50.9% | $145,978-50.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.77% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.8pp |
| Employer contribution / active EE | $9,188 | $5,288+73.7% | $4,935+86.2% | $4,662+97.1% |
| Participant deferral / active EE | $28,443 | $8,429+237.5% | $8,071+252.4% | $6,690+325.2% |
| Admin fee / account holder | $30,400 | $15,053+102.0% | $13,006+133.7% | $13,400+126.9% |