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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 | $72,669 | $160,028-54.6% | $147,080-50.6% | $145,884-50.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.31% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $3,400 | $5,286-35.7% | $4,933-31.1% | $4,662-27.1% |
| Participant deferral / active EE | $12,468 | $8,422+48.0% | $8,066+54.6% | $6,690+86.4% |
| Admin fee / account holder | $2,767 | $15,030-81.6% | $12,989-78.7% | $13,392-79.3% |