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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 | $160,040-12.5% | $147,096-4.8% | $145,877-4.0% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 14.32% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $6,380 | $5,289+20.6% | $4,936+29.3% | $4,663+36.8% |
| Participant deferral / active EE | $14,073 | $8,429+67.0% | $8,071+74.4% | $6,691+110.3% |
| Admin fee / account holder | $16,190 | $15,050+7.6% | $13,005+24.5% | $13,402+20.8% |