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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 | $156,865 | $160,040-2.0% | $147,096+6.6% | $145,877+7.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.37% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,052 | $5,289-61.2% | $4,936-58.4% | $4,663-56.0% |
| Participant deferral / active EE | $7,101 | $8,429-15.8% | $8,071-12.0% | $6,691+6.1% |
| Admin fee / account holder | $87,282 | $15,050+479.9% | $13,005+571.1% | $13,402+551.3% |