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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 | $54,954 | $160,028-65.7% | $147,080-62.6% | $145,884-62.3% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 16.59% | 98.60%-82.0pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $3,875 | $5,286-26.7% | $4,933-21.5% | $4,662-16.9% |
| Participant deferral / active EE | $7,969 | $8,422-5.4% | $8,066-1.2% | $6,690+19.1% |
| Admin fee / account holder | $42,473 | $15,030+182.6% | $12,989+227.0% | $13,392+217.2% |