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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 | $68,245 | $160,040-57.4% | $147,096-53.6% | $145,877-53.2% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.53% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $17,934 | $5,289+239.1% | $4,936+263.3% | $4,663+284.6% |
| Participant deferral / active EE | $11,742 | $8,429+39.3% | $8,071+45.5% | $6,691+75.5% |
| Admin fee / account holder | $830 | $15,050-94.5% | $13,005-93.6% | $13,402-93.8% |