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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 | $32,169 | $185,905-82.7% | $170,057-81.1% | $139,487-76.9% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 100.12% | 60.56%+39.6pp | 53.42%+46.7pp | 373.84%-273.7pp |
| Employer contribution / active EE | $8,024 | $7,597+5.6% | $6,790+18.2% | $4,755+68.8% |
| Participant deferral / active EE | $14,920 | $11,627+28.3% | $10,411+43.3% | $6,713+122.3% |
| Admin fee / account holder | $9,664 | $15,397-37.2% | $12,826-24.7% | $11,407-15.3% |