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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 | $55,097 | $160,040-65.6% | $147,096-62.5% | $145,877-62.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.66% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,100 | $5,289-41.4% | $4,936-37.2% | $4,663-33.5% |
| Participant deferral / active EE | $8,393 | $8,429-0.4% | $8,071+4.0% | $6,691+25.4% |
| Admin fee / account holder | $14,786 | $15,050-1.8% | $13,005+13.7% | $13,402+10.3% |