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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 | $30,778 | $160,070-80.8% | $147,117-79.1% | $145,897-78.9% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.52% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,415 | $5,285+2.5% | $4,932+9.8% | $4,663+16.1% |
| Participant deferral / active EE | $8,137 | $8,419-3.4% | $8,065+0.9% | $6,689+21.6% |
| Admin fee / account holder | $4,736 | $15,035-68.5% | $12,993-63.6% | $13,390-64.6% |