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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 | $129,890 | $159,934-18.8% | $147,005-11.6% | $145,959-11.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.90% | 98.24%-87.3pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,473 | $5,287-53.2% | $4,934-49.9% | $4,661-46.9% |
| Participant deferral / active EE | $4,982 | $8,427-40.9% | $8,070-38.3% | $6,689-25.5% |
| Admin fee / account holder | $88,513 | $15,053+488.0% | $13,006+580.5% | $13,398+560.7% |