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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 | $138,283 | $160,028-13.6% | $147,080-6.0% | $145,884-5.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.99% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,487 | $5,286-53.0% | $4,933-49.6% | $4,662-46.7% |
| Participant deferral / active EE | $5,527 | $8,422-34.4% | $8,066-31.5% | $6,690-17.4% |
| Admin fee / account holder | $10,168 | $15,030-32.3% | $12,989-21.7% | $13,392-24.1% |