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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 | $81,042 | $160,028-49.4% | $147,080-44.9% | $145,884-44.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.64% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,698 | $5,286-48.9% | $4,933-45.3% | $4,662-42.1% |
| Participant deferral / active EE | $8,628 | $8,422+2.4% | $8,066+7.0% | $6,690+29.0% |
| Admin fee / account holder | $25,010 | $15,030+66.4% | $12,989+92.6% | $13,392+86.8% |