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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 | $160,070-48.4% | $147,117-43.8% | $145,897-43.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.91% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $6,840 | $5,285+29.4% | $4,932+38.7% | $4,663+46.7% |
| Participant deferral / active EE | $16,783 | $8,419+99.3% | $8,065+108.1% | $6,689+150.9% |
| Admin fee / account holder | $16,700 | $15,035+11.1% | $12,993+28.5% | $13,390+24.7% |