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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 | $95,204 | $160,070-40.5% | $147,117-35.3% | $145,897-34.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 14.19% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $10,836 | $5,285+105.0% | $4,932+119.7% | $4,663+132.4% |
| Participant deferral / active EE | $5,207 | $8,419-38.2% | $8,065-35.4% | $6,689-22.2% |
| Admin fee / account holder | $17,922 | $15,035+19.2% | $12,993+37.9% | $13,390+33.8% |