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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 | $97,887 | $160,070-38.8% | $147,117-33.5% | $145,897-32.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.50% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $9,675 | $5,285+83.1% | $4,932+96.2% | $4,663+107.5% |
| Participant deferral / active EE | $21,057 | $8,419+150.1% | $8,065+161.1% | $6,689+214.8% |
| Admin fee / account holder | $1,476 | $15,035-90.2% | $12,993-88.6% | $13,390-89.0% |