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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 | $128,096 | $160,040-20.0% | $147,096-12.9% | $145,877-12.2% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.33% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,417 | $5,289-35.4% | $4,936-30.8% | $4,663-26.7% |
| Participant deferral / active EE | $4,386 | $8,429-48.0% | $8,071-45.7% | $6,691-34.4% |
| Admin fee / account holder | $4,597 | $15,050-69.5% | $13,005-64.7% | $13,402-65.7% |