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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 | $160,028-21.0% | $147,080-14.1% | $145,884-13.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.13% | 98.60%-85.5pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $5,385 | $5,286+1.9% | $4,933+9.2% | $4,662+15.5% |
| Participant deferral / active EE | $5,210 | $8,422-38.1% | $8,066-35.4% | $6,690-22.1% |
| Admin fee / account holder | $6,888 | $15,030-54.2% | $12,989-47.0% | $13,392-48.6% |