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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 | $31,795 | $160,040-80.1% | $147,096-78.4% | $145,877-78.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.26% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,488 | $5,289-15.2% | $4,936-9.1% | $4,663-3.8% |
| Participant deferral / active EE | $11,027 | $8,429+30.8% | $8,071+36.6% | $6,691+64.8% |
| Admin fee / account holder | $24,864 | $15,050+65.2% | $13,005+91.2% | $13,402+85.5% |