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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 | $159,978-49.7% | $147,041-45.2% | $145,978-44.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.39% | 98.36%-82.0pp | 419.21%-402.8pp | 550.52%-534.1pp |
| Employer contribution / active EE | $6,529 | $5,288+23.5% | $4,935+32.3% | $4,662+40.1% |
| Participant deferral / active EE | $14,437 | $8,429+71.3% | $8,071+78.9% | $6,690+115.8% |
| Admin fee / account holder | $20,221 | $15,053+34.3% | $13,006+55.5% | $13,400+50.9% |