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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 | $90,061 | $160,028-43.7% | $147,080-38.8% | $145,884-38.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 11.66% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,531 | $5,286-14.3% | $4,933-8.2% | $4,662-2.8% |
| Participant deferral / active EE | $12,107 | $8,422+43.8% | $8,066+50.1% | $6,690+81.0% |
| Admin fee / account holder | $16,019 | $15,030+6.6% | $12,989+23.3% | $13,392+19.6% |