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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 | $34,602 | $160,040-78.4% | $147,096-76.5% | $145,877-76.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 20.79% | 98.49%-77.7pp | 419.75%-399.0pp | 551.28%-530.5pp |
| Employer contribution / active EE | $10,655 | $5,289+101.4% | $4,936+115.9% | $4,663+128.5% |
| Participant deferral / active EE | $16,526 | $8,429+96.1% | $8,071+104.8% | $6,691+147.0% |
| Admin fee / account holder | $8,020 | $15,050-46.7% | $13,005-38.3% | $13,402-40.2% |