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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 | $87,238 | $160,070-45.5% | $147,117-40.7% | $145,897-40.2% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 13.02% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,701 | $5,285-30.0% | $4,932-25.0% | $4,663-20.6% |
| Participant deferral / active EE | $6,904 | $8,419-18.0% | $8,065-14.4% | $6,689+3.2% |
| Admin fee / account holder | $6,328 | $15,035-57.9% | $12,993-51.3% | $13,390-52.7% |