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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 | $131,123 | $160,028-18.1% | $147,080-10.8% | $145,884-10.1% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.43% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $5,086 | $5,286-3.8% | $4,933+3.1% | $4,662+9.1% |
| Participant deferral / active EE | $18,021 | $8,422+114.0% | $8,066+123.4% | $6,690+169.4% |
| Admin fee / account holder | $6,262 | $15,030-58.3% | $12,989-51.8% | $13,392-53.2% |