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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 | $160,028-22.5% | $147,080-15.7% | $145,884-15.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 12.63% | 98.60%-86.0pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,463 | $5,286-34.5% | $4,933-29.8% | $4,662-25.7% |
| Participant deferral / active EE | $6,806 | $8,422-19.2% | $8,066-15.6% | $6,690+1.7% |
| Admin fee / account holder | $3,721 | $15,030-75.2% | $12,989-71.3% | $13,392-72.2% |