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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 | $124,784 | $160,040-22.0% | $147,096-15.2% | $145,877-14.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.86% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,102 | $5,289-79.2% | $4,936-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $5,891 | $8,429-30.1% | $8,071-27.0% | $6,691-12.0% |
| Admin fee / account holder | $5,804 | $15,050-61.4% | $13,005-55.4% | $13,402-56.7% |