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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 | $78,793 | $160,070-50.8% | $147,117-46.4% | $145,897-46.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.07% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,898 | $5,285-26.2% | $4,932-21.0% | $4,663-16.4% |
| Participant deferral / active EE | $9,064 | $8,419+7.7% | $8,065+12.4% | $6,689+35.5% |
| Admin fee / account holder | $19,132 | $15,035+27.3% | $12,993+47.3% | $13,390+42.9% |