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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 | $17,939 | $160,040-88.8% | $147,096-87.8% | $145,877-87.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 44.98% | 98.49%-53.5pp | 419.75%-374.8pp | 551.28%-506.3pp |
| Employer contribution / active EE | $6,885 | $5,289+30.2% | $4,936+39.5% | $4,663+47.7% |
| Participant deferral / active EE | $13,550 | $8,429+60.8% | $8,071+67.9% | $6,691+102.5% |
| Admin fee / account holder | $5,347 | $15,050-64.5% | $13,005-58.9% | $13,402-60.1% |