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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 | $86,051 | $160,028-46.2% | $147,080-41.5% | $145,884-41.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.49% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $9,116 | $5,286+72.5% | $4,933+84.8% | $4,662+95.5% |
| Participant deferral / active EE | $14,084 | $8,422+67.2% | $8,066+74.6% | $6,690+110.5% |
| Admin fee / account holder | $31,068 | $15,030+106.7% | $12,989+139.2% | $13,392+132.0% |