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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 | $126,702 | $160,028-20.8% | $147,080-13.9% | $145,884-13.1% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 13.35% | 98.60%-85.3pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,679 | $5,286-68.2% | $4,933-66.0% | $4,662-64.0% |
| Participant deferral / active EE | $3,914 | $8,422-53.5% | $8,066-51.5% | $6,690-41.5% |
| Admin fee / account holder | $7,319 | $15,030-51.3% | $12,989-43.7% | $13,392-45.3% |