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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 | $53,767 | $160,040-66.4% | $147,096-63.4% | $145,877-63.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 17.51% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,913 | $5,289-26.0% | $4,936-20.7% | $4,663-16.1% |
| Participant deferral / active EE | $7,881 | $8,429-6.5% | $8,071-2.4% | $6,691+17.8% |
| Admin fee / account holder | $18,168 | $15,050+20.7% | $13,005+39.7% | $13,402+35.6% |