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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 | $111,055 | $160,040-30.6% | $147,096-24.5% | $145,877-23.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.14% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,933 | $5,289-25.7% | $4,936-20.3% | $4,663-15.7% |
| Participant deferral / active EE | $7,034 | $8,429-16.5% | $8,071-12.8% | $6,691+5.1% |
| Admin fee / account holder | $4,930 | $15,050-67.2% | $13,005-62.1% | $13,402-63.2% |