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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 | $160,040-6.8% | $147,096+1.4% | $145,877+2.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.92% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,227 | $5,289-76.8% | $4,936-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $3,785 | $8,429-55.1% | $8,071-53.1% | $6,691-43.4% |
| Admin fee / account holder | $1,738 | $15,050-88.5% | $13,005-86.6% | $13,402-87.0% |