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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 | $81,746 | $159,978-48.9% | $147,041-44.4% | $145,978-44.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 9.74% | 98.36%-88.6pp | 419.21%-409.5pp | 550.52%-540.8pp |
| Employer contribution / active EE | $5,253 | $5,288-0.7% | $4,935+6.5% | $4,662+12.7% |
| Participant deferral / active EE | $4,619 | $8,429-45.2% | $8,071-42.8% | $6,690-31.0% |
| Admin fee / account holder | $13,063 | $15,053-13.2% | $13,006+0.4% | $13,400-2.5% |