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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 | $54,333 | $175,231-69.0% | $149,696-63.7% | $139,466-61.0% |
| Participation rate | 94.7% | 83.4%+11.3pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 14.92% | 166.77%-151.9pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $6,827 | $5,478+24.6% | $4,821+41.6% | $4,754+43.6% |
| Participant deferral / active EE | $10,272 | $6,521+57.5% | $5,682+80.8% | $6,712+53.0% |
| Admin fee / account holder | $16,606 | $16,155+2.8% | $13,212+25.7% | $11,409+45.6% |