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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 | $87,474 | $160,040-45.3% | $147,096-40.5% | $145,877-40.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 16.99% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $5,587 | $5,289+5.6% | $4,936+13.2% | $4,663+19.8% |
| Participant deferral / active EE | $8,808 | $8,429+4.5% | $8,071+9.1% | $6,691+31.7% |
| Admin fee / account holder | $15,466 | $15,050+2.8% | $13,005+18.9% | $13,402+15.4% |