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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 | $98,055 | $160,028-38.7% | $147,080-33.3% | $145,884-32.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.00% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $6,235 | $5,286+18.0% | $4,933+26.4% | $4,662+33.7% |
| Participant deferral / active EE | $6,337 | $8,422-24.8% | $8,066-21.4% | $6,690-5.3% |
| Admin fee / account holder | $3,720 | $15,030-75.3% | $12,989-71.4% | $13,392-72.2% |