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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 | $35,526 | $160,040-77.8% | $147,096-75.8% | $145,877-75.6% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 10.44% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $6,485 | $5,289+22.6% | $4,936+31.4% | $4,663+39.1% |
| Participant deferral / active EE | $4,247 | $8,429-49.6% | $8,071-47.4% | $6,691-36.5% |
| Admin fee / account holder | $19,093 | $15,050+26.9% | $13,005+46.8% | $13,402+42.5% |