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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 | $160,040-40.5% | $147,096-35.3% | $145,877-34.7% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.19% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $10,836 | $5,289+104.9% | $4,936+119.5% | $4,663+132.4% |
| Participant deferral / active EE | $5,207 | $8,429-38.2% | $8,071-35.5% | $6,691-22.2% |
| Admin fee / account holder | $17,922 | $15,050+19.1% | $13,005+37.8% | $13,402+33.7% |