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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 | $79,240 | $160,070-50.5% | $147,117-46.1% | $145,897-45.7% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 13.97% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $4,820 | $5,285-8.8% | $4,932-2.3% | $4,663+3.4% |
| Participant deferral / active EE | $9,152 | $8,419+8.7% | $8,065+13.5% | $6,689+36.8% |
| Admin fee / account holder | $1,244 | $15,035-91.7% | $12,993-90.4% | $13,390-90.7% |