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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 | $46,441 | $160,028-71.0% | $147,080-68.4% | $145,884-68.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 23.62% | 98.60%-75.0pp | 420.17%-396.6pp | 551.85%-528.2pp |
| Employer contribution / active EE | $6,145 | $5,286+16.3% | $4,933+24.6% | $4,662+31.8% |
| Participant deferral / active EE | $12,850 | $8,422+52.6% | $8,066+59.3% | $6,690+92.1% |
| Admin fee / account holder | $14,063 | $15,030-6.4% | $12,989+8.3% | $13,392+5.0% |