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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 | $145,571 | $160,040-9.0% | $147,096-1.0% | $145,877-0.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.35% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,078 | $5,289-79.6% | $4,936-78.2% | $4,663-76.9% |
| Participant deferral / active EE | $13,539 | $8,429+60.6% | $8,071+67.7% | $6,691+102.4% |
| Admin fee / account holder | $4,693 | $15,050-68.8% | $13,005-63.9% | $13,402-65.0% |