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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 | $136,292 | $160,040-14.8% | $147,096-7.3% | $145,877-6.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 28.59% | 98.49%-69.9pp | 419.75%-391.2pp | 551.28%-522.7pp |
| Employer contribution / active EE | $4,481 | $5,289-15.3% | $4,936-9.2% | $4,663-3.9% |
| Participant deferral / active EE | $12,746 | $8,429+51.2% | $8,071+57.9% | $6,691+90.5% |
| Admin fee / account holder | $8,876 | $15,050-41.0% | $13,005-31.7% | $13,402-33.8% |