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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 | $137,021 | $160,070-14.4% | $147,117-6.9% | $145,897-6.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 13.34% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $8,004 | $5,285+51.5% | $4,932+62.3% | $4,663+71.7% |
| Participant deferral / active EE | $6,849 | $8,419-18.7% | $8,065-15.1% | $6,689+2.4% |
| Admin fee / account holder | $8,426 | $15,035-44.0% | $12,993-35.2% | $13,390-37.1% |