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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 | $138,871 | $176,105-21.1% | $159,474-12.9% | $167,536-17.1% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.84% | 331.91%-318.1pp | 263.68%-249.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $2,766 | $5,299-47.8% | $4,831-42.7% | $4,839-42.8% |
| Participant deferral / active EE | $9,931 | $7,751+28.1% | $7,353+35.1% | $6,342+56.6% |
| Admin fee / account holder | $6,243 | $12,559-50.3% | $10,802-42.2% | $12,315-49.3% |