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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 | $100,303 | $160,070-37.3% | $147,117-31.8% | $145,897-31.3% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.44% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,973 | $5,285-24.8% | $4,932-19.4% | $4,663-14.8% |
| Participant deferral / active EE | $10,122 | $8,419+20.2% | $8,065+25.5% | $6,689+51.3% |
| Admin fee / account holder | $7,083 | $15,035-52.9% | $12,993-45.5% | $13,390-47.1% |