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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 | $141,519 | $160,070-11.6% | $147,117-3.8% | $145,897-3.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.74% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,130 | $5,285-78.6% | $4,932-77.1% | $4,663-75.8% |
| Participant deferral / active EE | $3,415 | $8,419-59.4% | $8,065-57.7% | $6,689-48.9% |
| Admin fee / account holder | $2,376 | $15,035-84.2% | $12,993-81.7% | $13,390-82.3% |