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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 | $144,363 | $160,070-9.8% | $147,117-1.9% | $145,897-1.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 14.21% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,894 | $5,285-64.2% | $4,932-61.6% | $4,663-59.4% |
| Participant deferral / active EE | $6,457 | $8,419-23.3% | $8,065-19.9% | $6,689-3.5% |
| Admin fee / account holder | $13,071 | $15,035-13.1% | $12,993+0.6% | $13,390-2.4% |