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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 | $103,272 | $160,070-35.5% | $147,117-29.8% | $145,897-29.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.62% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,119 | $5,285-41.0% | $4,932-36.8% | $4,663-33.1% |
| Participant deferral / active EE | $8,892 | $8,419+5.6% | $8,065+10.3% | $6,689+32.9% |
| Admin fee / account holder | $9,803 | $15,035-34.8% | $12,993-24.6% | $13,390-26.8% |