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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 | $73,822 | $160,070-53.9% | $147,117-49.8% | $145,897-49.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.63% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $7,466 | $5,285+41.3% | $4,932+51.4% | $4,663+60.1% |
| Participant deferral / active EE | $8,582 | $8,419+1.9% | $8,065+6.4% | $6,689+28.3% |
| Admin fee / account holder | $890 | $15,035-94.1% | $12,993-93.2% | $13,390-93.4% |