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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 | $160,040-14.4% | $147,096-6.8% | $145,877-6.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 13.34% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $8,004 | $5,289+51.3% | $4,936+62.1% | $4,663+71.6% |
| Participant deferral / active EE | $6,849 | $8,429-18.7% | $8,071-15.1% | $6,691+2.4% |
| Admin fee / account holder | $8,426 | $15,050-44.0% | $13,005-35.2% | $13,402-37.1% |