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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 | $148,765 | $160,028-7.0% | $147,080+1.1% | $145,884+2.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.99% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,822 | $5,286-27.7% | $4,933-22.5% | $4,662-18.0% |
| Participant deferral / active EE | $10,314 | $8,422+22.5% | $8,066+27.9% | $6,690+54.2% |
| Admin fee / account holder | $8,832 | $15,030-41.2% | $12,989-32.0% | $13,392-34.0% |