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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 | $92,052 | $160,070-42.5% | $147,117-37.4% | $145,897-36.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.44% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,346 | $5,285-36.7% | $4,932-32.2% | $4,663-28.2% |
| Participant deferral / active EE | $10,221 | $8,419+21.4% | $8,065+26.7% | $6,689+52.8% |
| Admin fee / account holder | $477 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |