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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 | $160,028-9.0% | $147,080-1.0% | $145,884-0.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.35% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,078 | $5,286-79.6% | $4,933-78.1% | $4,662-76.9% |
| Participant deferral / active EE | $13,539 | $8,422+60.8% | $8,066+67.8% | $6,690+102.4% |
| Admin fee / account holder | $4,693 | $15,030-68.8% | $12,989-63.9% | $13,392-65.0% |