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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 | $99,979 | $160,028-37.5% | $147,080-32.0% | $145,884-31.5% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 18.86% | 98.60%-79.7pp | 420.17%-401.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $4,847 | $5,286-8.3% | $4,933-1.8% | $4,662+4.0% |
| Participant deferral / active EE | $12,074 | $8,422+43.4% | $8,066+49.7% | $6,690+80.5% |
| Admin fee / account holder | $5,005 | $15,030-66.7% | $12,989-61.5% | $13,392-62.6% |