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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 | $160,070-48.9% | $147,117-44.4% | $145,897-44.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 9.74% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $5,253 | $5,285-0.6% | $4,932+6.5% | $4,663+12.7% |
| Participant deferral / active EE | $4,619 | $8,419-45.1% | $8,065-42.7% | $6,689-30.9% |
| Admin fee / account holder | $13,063 | $15,035-13.1% | $12,993+0.5% | $13,390-2.4% |