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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 | $149,214 | $160,070-6.8% | $147,117+1.4% | $145,897+2.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.92% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,227 | $5,285-76.8% | $4,932-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $3,785 | $8,419-55.0% | $8,065-53.1% | $6,689-43.4% |
| Admin fee / account holder | $1,738 | $15,035-88.4% | $12,993-86.6% | $13,390-87.0% |