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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 | $160,040-26.0% | $147,096-19.4% | $145,877-18.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.70% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,264 | $5,289-38.3% | $4,936-33.9% | $4,663-30.0% |
| Participant deferral / active EE | $7,807 | $8,429-7.4% | $8,071-3.3% | $6,691+16.7% |
| Admin fee / account holder | $14,774 | $15,050-1.8% | $13,005+13.6% | $13,402+10.2% |