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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 | $39,167 | $160,040-75.5% | $147,096-73.4% | $145,877-73.2% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 19.62% | 98.49%-78.9pp | 419.75%-400.1pp | 551.28%-531.7pp |
| Employer contribution / active EE | $9,957 | $5,289+88.2% | $4,936+101.7% | $4,663+113.5% |
| Participant deferral / active EE | $7,567 | $8,429-10.2% | $8,071-6.2% | $6,691+13.1% |
| Admin fee / account holder | $4,494 | $15,050-70.1% | $13,005-65.4% | $13,402-66.5% |