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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 | $140,069 | $160,028-12.5% | $147,080-4.8% | $145,884-4.0% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 14.32% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $6,380 | $5,286+20.7% | $4,933+29.3% | $4,662+36.8% |
| Participant deferral / active EE | $14,073 | $8,422+67.1% | $8,066+74.5% | $6,690+110.4% |
| Admin fee / account holder | $16,190 | $15,030+7.7% | $12,989+24.6% | $13,392+20.9% |