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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 | $138,520 | $160,040-13.4% | $147,096-5.8% | $145,877-5.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 12.20% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $8,126 | $5,289+53.6% | $4,936+64.6% | $4,663+74.3% |
| Participant deferral / active EE | $7,948 | $8,429-5.7% | $8,071-1.5% | $6,691+18.8% |
| Admin fee / account holder | $701 | $15,050-95.3% | $13,005-94.6% | $13,402-94.8% |