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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 | $160,040-48.4% | $147,096-43.8% | $145,877-43.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.91% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $6,840 | $5,289+29.3% | $4,936+38.6% | $4,663+46.7% |
| Participant deferral / active EE | $16,783 | $8,429+99.1% | $8,071+107.9% | $6,691+150.8% |
| Admin fee / account holder | $16,700 | $15,050+11.0% | $13,005+28.4% | $13,402+24.6% |