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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 | $104,900 | $160,070-34.5% | $147,117-28.7% | $145,897-28.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.35% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,009 | $5,285-43.1% | $4,932-39.0% | $4,663-35.5% |
| Participant deferral / active EE | $8,012 | $8,419-4.8% | $8,065-0.7% | $6,689+19.8% |
| Admin fee / account holder | $2,313 | $15,035-84.6% | $12,993-82.2% | $13,390-82.7% |