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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 | $95,347 | $201,344-52.6% | $184,243-48.2% | $145,877-34.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 236.62% | 29.01%+207.6pp | 28.82%+207.8pp | 551.28%-314.7pp |
| Employer contribution / active EE | $3,721 | $7,022-47.0% | $6,427-42.1% | $4,663-20.2% |
| Participant deferral / active EE | $15,210 | $9,807+55.1% | $9,132+66.5% | $6,691+127.3% |
| Admin fee / account holder | $501 | $16,382-96.9% | $13,914-96.4% | $13,402-96.3% |