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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 | $160,028-35.5% | $147,080-29.8% | $145,884-29.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.62% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,119 | $5,286-41.0% | $4,933-36.8% | $4,662-33.1% |
| Participant deferral / active EE | $8,892 | $8,422+5.6% | $8,066+10.2% | $6,690+32.9% |
| Admin fee / account holder | $9,803 | $15,030-34.8% | $12,989-24.5% | $13,392-26.8% |