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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 | $106,269 | $160,040-33.6% | $147,096-27.8% | $145,877-27.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 12.86% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,217 | $5,289-39.2% | $4,936-34.8% | $4,663-31.0% |
| Participant deferral / active EE | $9,697 | $8,429+15.1% | $8,071+20.2% | $6,691+44.9% |
| Admin fee / account holder | $2,668 | $15,050-82.3% | $13,005-79.5% | $13,402-80.1% |