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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 | $122,568 | $160,070-23.4% | $147,117-16.7% | $145,897-16.0% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 18.21% | 98.69%-80.5pp | 420.54%-402.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,994 | $5,285-43.3% | $4,932-39.3% | $4,663-35.8% |
| Participant deferral / active EE | $7,891 | $8,419-6.3% | $8,065-2.2% | $6,689+18.0% |
| Admin fee / account holder | $4,831 | $15,035-67.9% | $12,993-62.8% | $13,390-63.9% |