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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 | $134,189 | $160,070-16.2% | $147,117-8.8% | $145,897-8.0% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 12.35% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,524 | $5,285-14.4% | $4,932-8.3% | $4,663-3.0% |
| Participant deferral / active EE | $7,263 | $8,419-13.7% | $8,065-9.9% | $6,689+8.6% |
| Admin fee / account holder | $3,064 | $15,035-79.6% | $12,993-76.4% | $13,390-77.1% |