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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 | $105,255 | $160,040-34.2% | $147,096-28.4% | $145,877-27.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 13.17% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $6,007 | $5,289+13.6% | $4,936+21.7% | $4,663+28.8% |
| Participant deferral / active EE | $12,134 | $8,429+44.0% | $8,071+50.3% | $6,691+81.4% |
| Admin fee / account holder | $4,584 | $15,050-69.5% | $13,005-64.8% | $13,402-65.8% |