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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 | $160,040-19.5% | $147,096-12.4% | $145,877-11.6% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.17% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,815 | $5,289-27.9% | $4,936-22.7% | $4,663-18.2% |
| Participant deferral / active EE | $7,032 | $8,429-16.6% | $8,071-12.9% | $6,691+5.1% |
| Admin fee / account holder | $1,499 | $15,050-90.0% | $13,005-88.5% | $13,402-88.8% |