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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 | $153,634 | $160,028-4.0% | $147,080+4.5% | $145,884+5.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.49% | 98.60%-78.1pp | 420.17%-399.7pp | 551.85%-531.4pp |
| Employer contribution / active EE | $4,529 | $5,286-14.3% | $4,933-8.2% | $4,662-2.9% |
| Participant deferral / active EE | $11,102 | $8,422+31.8% | $8,066+37.6% | $6,690+66.0% |
| Admin fee / account holder | $3,127 | $15,030-79.2% | $12,989-75.9% | $13,392-76.7% |