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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 | $82,614 | $159,934-48.3% | $147,005-43.8% | $145,959-43.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.91% | 98.24%-82.3pp | 418.76%-402.9pp | 561.95%-546.0pp |
| Employer contribution / active EE | $6,840 | $5,287+29.4% | $4,934+38.6% | $4,661+46.8% |
| Participant deferral / active EE | $16,783 | $8,427+99.1% | $8,070+108.0% | $6,689+150.9% |
| Admin fee / account holder | $16,700 | $15,053+10.9% | $13,006+28.4% | $13,398+24.6% |