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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 | $114,808 | $160,028-28.3% | $147,080-21.9% | $145,884-21.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.36% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $6,496 | $5,286+22.9% | $4,933+31.7% | $4,662+39.3% |
| Participant deferral / active EE | $8,465 | $8,422+0.5% | $8,066+4.9% | $6,690+26.5% |
| Admin fee / account holder | $6,536 | $15,030-56.5% | $12,989-49.7% | $13,392-51.2% |