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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 | $68,800 | $160,040-57.0% | $147,096-53.2% | $145,877-52.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 12.77% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,367 | $5,289-55.2% | $4,936-52.0% | $4,663-49.2% |
| Participant deferral / active EE | $4,841 | $8,429-42.6% | $8,071-40.0% | $6,691-27.6% |
| Admin fee / account holder | $16,699 | $15,050+11.0% | $13,005+28.4% | $13,402+24.6% |