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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 | $123,990 | $160,040-22.5% | $147,096-15.7% | $145,877-15.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 12.63% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,463 | $5,289-34.5% | $4,936-29.8% | $4,663-25.7% |
| Participant deferral / active EE | $6,806 | $8,429-19.3% | $8,071-15.7% | $6,691+1.7% |
| Admin fee / account holder | $3,721 | $15,050-75.3% | $13,005-71.4% | $13,402-72.2% |