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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 | $160,040-80.5% | $147,096-78.8% | $145,877-78.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.86% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $10,409 | $5,289+96.8% | $4,936+110.9% | $4,663+123.2% |
| Participant deferral / active EE | $10,351 | $8,429+22.8% | $8,071+28.2% | $6,691+54.7% |
| Admin fee / account holder | $90,164 | $15,050+499.1% | $13,005+593.3% | $13,402+572.8% |