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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 | $49,711 | $159,978-68.9% | $147,041-66.2% | $145,978-65.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.40% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $7,399 | $5,288+39.9% | $4,935+49.9% | $4,662+58.7% |
| Participant deferral / active EE | $7,788 | $8,429-7.6% | $8,071-3.5% | $6,690+16.4% |
| Admin fee / account holder | $486 | $15,053-96.8% | $13,006-96.3% | $13,400-96.4% |