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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 | $90,556 | $160,028-43.4% | $147,080-38.4% | $145,884-37.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 14.88% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $11,127 | $5,286+110.5% | $4,933+125.5% | $4,662+138.7% |
| Participant deferral / active EE | $35,651 | $8,422+323.3% | $8,066+342.0% | $6,690+432.9% |
| Admin fee / account holder | $43,329 | $15,030+188.3% | $12,989+233.6% | $13,392+223.5% |