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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 | $153,506 | $160,070-4.1% | $147,117+4.3% | $145,897+5.2% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 15.80% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,055 | $5,285-61.1% | $4,932-58.3% | $4,663-55.9% |
| Participant deferral / active EE | $7,163 | $8,419-14.9% | $8,065-11.2% | $6,689+7.1% |
| Admin fee / account holder | $2,185 | $15,035-85.5% | $12,993-83.2% | $13,390-83.7% |