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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 | $160,028-66.4% | $147,080-63.4% | $145,884-63.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 17.51% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,913 | $5,286-26.0% | $4,933-20.7% | $4,662-16.1% |
| Participant deferral / active EE | $7,881 | $8,422-6.4% | $8,066-2.3% | $6,690+17.8% |
| Admin fee / account holder | $18,168 | $15,030+20.9% | $12,989+39.9% | $13,392+35.7% |