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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 | $71,761 | $160,040-55.2% | $147,096-51.2% | $145,877-50.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 15.81% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,789 | $5,289-28.4% | $4,936-23.2% | $4,663-18.7% |
| Participant deferral / active EE | $14,643 | $8,429+73.7% | $8,071+81.4% | $6,691+118.9% |
| Admin fee / account holder | $12,382 | $15,050-17.7% | $13,005-4.8% | $13,402-7.6% |