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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 | $80,514 | $160,028-49.7% | $147,080-45.3% | $145,884-44.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.39% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $6,529 | $5,286+23.5% | $4,933+32.3% | $4,662+40.0% |
| Participant deferral / active EE | $14,437 | $8,422+71.4% | $8,066+79.0% | $6,690+115.8% |
| Admin fee / account holder | $20,221 | $15,030+34.5% | $12,989+55.7% | $13,392+51.0% |