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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 | $153,907 | $160,028-3.8% | $147,080+4.6% | $145,884+5.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.47% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,286 | $5,286-56.8% | $4,933-53.7% | $4,662-51.0% |
| Participant deferral / active EE | $14,261 | $8,422+69.3% | $8,066+76.8% | $6,690+113.2% |
| Admin fee / account holder | $1,076 | $15,030-92.8% | $12,989-91.7% | $13,392-92.0% |