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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 | $76,005 | $160,040-52.5% | $147,096-48.3% | $145,877-47.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.47% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,263 | $5,289-38.3% | $4,936-33.9% | $4,663-30.0% |
| Participant deferral / active EE | $7,466 | $8,429-11.4% | $8,071-7.5% | $6,691+11.6% |
| Admin fee / account holder | $37,299 | $15,050+147.8% | $13,005+186.8% | $13,402+178.3% |