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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 | $37,665 | $160,040-76.5% | $147,096-74.4% | $145,877-74.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.80% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,599 | $5,289+43.7% | $4,936+53.9% | $4,663+63.0% |
| Participant deferral / active EE | $9,817 | $8,429+16.5% | $8,071+21.6% | $6,691+46.7% |
| Admin fee / account holder | $9,620 | $15,050-36.1% | $13,005-26.0% | $13,402-28.2% |