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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 | $49,566 | $209,428-76.3% | $178,498-72.2% | $158,950-68.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.17% | 188.78%-173.6pp | 151.09%-135.9pp | 302.91%-287.7pp |
| Employer contribution / active EE | $20,131 | $5,707+252.7% | $5,011+301.7% | $4,762+322.8% |
| Participant deferral / active EE | $11,526 | $5,955+93.6% | $5,202+121.6% | $5,983+92.7% |
| Admin fee / account holder | $1,091 | $17,077-93.6% | $13,985-92.2% | $11,248-90.3% |