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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 | $88,183 | $160,028-44.9% | $147,080-40.0% | $145,884-39.6% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 18.67% | 98.60%-79.9pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,496 | $5,286-52.8% | $4,933-49.4% | $4,662-46.5% |
| Participant deferral / active EE | $3,230 | $8,422-61.6% | $8,066-60.0% | $6,690-51.7% |
| Admin fee / account holder | $13,812 | $15,030-8.1% | $12,989+6.3% | $13,392+3.1% |