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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 | $59,247 | $160,040-63.0% | $147,096-59.7% | $145,877-59.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 10.86% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $8,509 | $5,289+60.9% | $4,936+72.4% | $4,663+82.5% |
| Participant deferral / active EE | $4,540 | $8,429-46.1% | $8,071-43.7% | $6,691-32.1% |
| Admin fee / account holder | $39,683 | $15,050+163.7% | $13,005+205.1% | $13,402+196.1% |