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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 | $108,242 | $176,105-38.5% | $159,474-32.1% | $167,536-35.4% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 17.86% | 331.91%-314.1pp | 263.68%-245.8pp | 478.82%-461.0pp |
| Employer contribution / active EE | $4,756 | $5,299-10.2% | $4,831-1.5% | $4,839-1.7% |
| Participant deferral / active EE | $12,071 | $7,751+55.7% | $7,353+64.2% | $6,342+90.3% |
| Admin fee / account holder | $1,357 | $12,559-89.2% | $10,802-87.4% | $12,315-89.0% |