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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 | $136,535 | $160,040-14.7% | $147,096-7.2% | $145,877-6.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.65% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,674 | $5,289-30.5% | $4,936-25.6% | $4,663-21.2% |
| Participant deferral / active EE | $7,780 | $8,429-7.7% | $8,071-3.6% | $6,691+16.3% |
| Admin fee / account holder | $9,500 | $15,050-36.9% | $13,005-27.0% | $13,402-29.1% |