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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 | $88,482 | $160,070-44.7% | $147,117-39.9% | $145,897-39.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 12.36% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,623 | $5,285-50.4% | $4,932-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $6,546 | $8,419-22.3% | $8,065-18.8% | $6,689-2.1% |
| Admin fee / account holder | $15,599 | $15,035+3.8% | $12,993+20.1% | $13,390+16.5% |