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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 | $160,040-0.6% | $147,096+8.1% | $145,877+9.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.42% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,055 | $5,289-61.1% | $4,936-58.4% | $4,663-55.9% |
| Participant deferral / active EE | $7,669 | $8,429-9.0% | $8,071-5.0% | $6,691+14.6% |
| Admin fee / account holder | $1,421 | $15,050-90.6% | $13,005-89.1% | $13,402-89.4% |