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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 | $153,874 | $159,978-3.8% | $147,041+4.6% | $145,978+5.4% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 15.17% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,781 | $5,288-47.4% | $4,935-43.6% | $4,662-40.3% |
| Participant deferral / active EE | $7,802 | $8,429-7.4% | $8,071-3.3% | $6,690+16.6% |
| Admin fee / account holder | $1,979 | $15,053-86.9% | $13,006-84.8% | $13,400-85.2% |