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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 | $159,934-38.7% | $147,005-33.3% | $145,959-32.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.00% | 98.24%-86.2pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $6,235 | $5,287+17.9% | $4,934+26.4% | $4,661+33.8% |
| Participant deferral / active EE | $6,337 | $8,427-24.8% | $8,070-21.5% | $6,689-5.3% |
| Admin fee / account holder | $3,720 | $15,053-75.3% | $13,006-71.4% | $13,398-72.2% |