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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 | $126,394 | $160,070-21.0% | $147,117-14.1% | $145,897-13.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.13% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $5,385 | $5,285+1.9% | $4,932+9.2% | $4,663+15.5% |
| Participant deferral / active EE | $5,210 | $8,419-38.1% | $8,065-35.4% | $6,689-22.1% |
| Admin fee / account holder | $6,888 | $15,035-54.2% | $12,993-47.0% | $13,390-48.6% |