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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 | $130,911 | $160,070-18.2% | $147,117-11.0% | $145,897-10.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 21.86% | 98.69%-76.8pp | 420.54%-398.7pp | 552.29%-530.4pp |
| Employer contribution / active EE | $2,202 | $5,285-58.3% | $4,932-55.4% | $4,663-52.8% |
| Participant deferral / active EE | $5,360 | $8,419-36.3% | $8,065-33.5% | $6,689-19.9% |
| Admin fee / account holder | $1,628 | $15,035-89.2% | $12,993-87.5% | $13,390-87.8% |