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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 | $135,693 | $160,028-15.2% | $147,080-7.7% | $145,884-7.0% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 15.57% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,084 | $5,286-41.7% | $4,933-37.5% | $4,662-33.9% |
| Participant deferral / active EE | $7,789 | $8,422-7.5% | $8,066-3.4% | $6,690+16.4% |
| Admin fee / account holder | $18,703 | $15,030+24.4% | $12,989+44.0% | $13,392+39.7% |