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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 | $106,390 | $160,040-33.5% | $147,096-27.7% | $145,877-27.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.02% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $13,799 | $5,289+160.9% | $4,936+179.6% | $4,663+195.9% |
| Participant deferral / active EE | $7,093 | $8,429-15.8% | $8,071-12.1% | $6,691+6.0% |
| Admin fee / account holder | $914 | $15,050-93.9% | $13,005-93.0% | $13,402-93.2% |