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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 | $95,844 | $160,070-40.1% | $147,117-34.9% | $145,897-34.3% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 14.02% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,180 | $5,285-39.8% | $4,932-35.5% | $4,663-31.8% |
| Participant deferral / active EE | $8,671 | $8,419+3.0% | $8,065+7.5% | $6,689+29.6% |
| Admin fee / account holder | $6,959 | $15,035-53.7% | $12,993-46.4% | $13,390-48.0% |