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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 | $31,171 | $159,934-80.5% | $147,005-78.8% | $145,959-78.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.86% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $10,409 | $5,287+96.9% | $4,934+110.9% | $4,661+123.3% |
| Participant deferral / active EE | $10,351 | $8,427+22.8% | $8,070+28.3% | $6,689+54.8% |
| Admin fee / account holder | $90,164 | $15,053+499.0% | $13,006+593.2% | $13,398+573.0% |