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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 | $131,500 | $160,028-17.8% | $147,080-10.6% | $145,884-9.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 24.93% | 98.60%-73.7pp | 420.17%-395.2pp | 551.85%-526.9pp |
| Employer contribution / active EE | $1,929 | $5,286-63.5% | $4,933-60.9% | $4,662-58.6% |
| Participant deferral / active EE | $9,907 | $8,422+17.6% | $8,066+22.8% | $6,690+48.1% |
| Admin fee / account holder | $658 | $15,030-95.6% | $12,989-94.9% | $13,392-95.1% |