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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 | $116,503 | $160,040-27.2% | $147,096-20.8% | $145,877-20.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 11.04% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,380 | $5,289-55.0% | $4,936-51.8% | $4,663-49.0% |
| Participant deferral / active EE | $8,553 | $8,429+1.5% | $8,071+6.0% | $6,691+27.8% |
| Admin fee / account holder | $475 | $15,050-96.8% | $13,005-96.4% | $13,402-96.5% |