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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 | $145,431 | $160,028-9.1% | $147,080-1.1% | $145,884-0.3% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 13.40% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,129 | $5,286-3.0% | $4,933+4.0% | $4,662+10.0% |
| Participant deferral / active EE | $9,467 | $8,422+12.4% | $8,066+17.4% | $6,690+41.5% |
| Admin fee / account holder | $3,693 | $15,030-75.4% | $12,989-71.6% | $13,392-72.4% |