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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 | $82,582 | $160,028-48.4% | $147,080-43.9% | $145,884-43.4% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 16.93% | 98.60%-81.7pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $17,012 | $5,286+221.9% | $4,933+244.8% | $4,662+264.9% |
| Participant deferral / active EE | $6,334 | $8,422-24.8% | $8,066-21.5% | $6,690-5.3% |
| Admin fee / account holder | $22,398 | $15,030+49.0% | $12,989+72.4% | $13,392+67.3% |