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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 | $143,563 | $160,040-10.3% | $147,096-2.4% | $145,877-1.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.01% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $20,340 | $5,289+284.5% | $4,936+312.1% | $4,663+336.2% |
| Participant deferral / active EE | $4,409 | $8,429-47.7% | $8,071-45.4% | $6,691-34.1% |
| Admin fee / account holder | $1,038 | $15,050-93.1% | $13,005-92.0% | $13,402-92.3% |