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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 | $150,111 | $160,028-6.2% | $147,080+2.1% | $145,884+2.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 10.65% | 98.60%-88.0pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,314 | $5,286-75.1% | $4,933-73.4% | $4,662-71.8% |
| Participant deferral / active EE | $7,122 | $8,422-15.4% | $8,066-11.7% | $6,690+6.5% |
| Admin fee / account holder | $3,512 | $15,030-76.6% | $12,989-73.0% | $13,392-73.8% |