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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 | $160,040-44.7% | $147,096-39.8% | $145,877-39.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 12.36% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,623 | $5,289-50.4% | $4,936-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $6,546 | $8,429-22.3% | $8,071-18.9% | $6,691-2.2% |
| Admin fee / account holder | $15,599 | $15,050+3.6% | $13,005+19.9% | $13,402+16.4% |