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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 | $149,821 | $159,934-6.3% | $147,005+1.9% | $145,959+2.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.37% | 98.24%-85.9pp | 418.76%-406.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,606 | $5,287-12.9% | $4,934-6.6% | $4,661-1.2% |
| Participant deferral / active EE | $5,035 | $8,427-40.3% | $8,070-37.6% | $6,689-24.7% |
| Admin fee / account holder | $1,706 | $15,053-88.7% | $13,006-86.9% | $13,398-87.3% |