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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 | $159,050 | $159,934-0.6% | $147,005+8.2% | $145,959+9.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 13.42% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,055 | $5,287-61.1% | $4,934-58.3% | $4,661-55.9% |
| Participant deferral / active EE | $7,669 | $8,427-9.0% | $8,070-5.0% | $6,689+14.7% |
| Admin fee / account holder | $1,421 | $15,053-90.6% | $13,006-89.1% | $13,398-89.4% |