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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 | $135,214 | $160,040-15.5% | $147,096-8.1% | $145,877-7.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 12.07% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,493 | $5,289-52.9% | $4,936-49.5% | $4,663-46.5% |
| Participant deferral / active EE | $5,613 | $8,429-33.4% | $8,071-30.5% | $6,691-16.1% |
| Admin fee / account holder | $4,315 | $15,050-71.3% | $13,005-66.8% | $13,402-67.8% |