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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 | $128,905 | $160,070-19.5% | $147,117-12.4% | $145,897-11.6% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 14.17% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,815 | $5,285-27.8% | $4,932-22.6% | $4,663-18.2% |
| Participant deferral / active EE | $7,032 | $8,419-16.5% | $8,065-12.8% | $6,689+5.1% |
| Admin fee / account holder | $1,499 | $15,035-90.0% | $12,993-88.5% | $13,390-88.8% |