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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 | $137,999 | $160,040-13.8% | $147,096-6.2% | $145,877-5.4% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 13.17% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,342 | $5,289-55.7% | $4,936-52.6% | $4,663-49.8% |
| Participant deferral / active EE | $6,768 | $8,429-19.7% | $8,071-16.1% | $6,691+1.2% |
| Admin fee / account holder | $5,299 | $15,050-64.8% | $13,005-59.3% | $13,402-60.5% |