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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 | $70,644 | $160,028-55.9% | $147,080-52.0% | $145,884-51.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 13.41% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,312 | $5,286-18.4% | $4,933-12.6% | $4,662-7.5% |
| Participant deferral / active EE | $11,945 | $8,422+41.8% | $8,066+48.1% | $6,690+78.6% |
| Admin fee / account holder | $1,948 | $15,030-87.0% | $12,989-85.0% | $13,392-85.5% |