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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 | $118,499 | $159,934-25.9% | $147,005-19.4% | $145,959-18.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.70% | 98.24%-85.5pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,264 | $5,287-38.3% | $4,934-33.9% | $4,661-30.0% |
| Participant deferral / active EE | $7,807 | $8,427-7.4% | $8,070-3.3% | $6,689+16.7% |
| Admin fee / account holder | $14,774 | $15,053-1.9% | $13,006+13.6% | $13,398+10.3% |