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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 | $133,858 | $160,070-16.4% | $147,117-9.0% | $145,897-8.3% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 15.48% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $6,559 | $5,285+24.1% | $4,932+33.0% | $4,663+40.7% |
| Participant deferral / active EE | $4,948 | $8,419-41.2% | $8,065-38.6% | $6,689-26.0% |
| Admin fee / account holder | $4,362 | $15,035-71.0% | $12,993-66.4% | $13,390-67.4% |