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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 | $160,028-50.8% | $147,080-46.4% | $145,884-46.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.07% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,898 | $5,286-26.3% | $4,933-21.0% | $4,662-16.4% |
| Participant deferral / active EE | $9,064 | $8,422+7.6% | $8,066+12.4% | $6,690+35.5% |
| Admin fee / account holder | $19,132 | $15,030+27.3% | $12,989+47.3% | $13,392+42.9% |