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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 | $160,028-57.4% | $147,080-53.6% | $145,884-53.2% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.53% | 98.60%-84.1pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $17,934 | $5,286+239.3% | $4,933+263.5% | $4,662+284.7% |
| Participant deferral / active EE | $11,742 | $8,422+39.4% | $8,066+45.6% | $6,690+75.5% |
| Admin fee / account holder | $830 | $15,030-94.5% | $12,989-93.6% | $13,392-93.8% |