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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 | $160,040-4.0% | $147,096+4.4% | $145,877+5.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.49% | 98.49%-78.0pp | 419.75%-399.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $4,529 | $5,289-14.4% | $4,936-8.2% | $4,663-2.9% |
| Participant deferral / active EE | $11,102 | $8,429+31.7% | $8,071+37.6% | $6,691+65.9% |
| Admin fee / account holder | $3,127 | $15,050-79.2% | $13,005-76.0% | $13,402-76.7% |