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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 | $76,267 | $160,040-52.3% | $147,096-48.2% | $145,877-47.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 14.56% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $5,976 | $5,289+13.0% | $4,936+21.1% | $4,663+28.2% |
| Participant deferral / active EE | $9,290 | $8,429+10.2% | $8,071+15.1% | $6,691+38.9% |
| Admin fee / account holder | $12,379 | $15,050-17.7% | $13,005-4.8% | $13,402-7.6% |