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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 | $90,171 | $160,070-43.7% | $147,117-38.7% | $145,897-38.2% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 21.85% | 98.69%-76.8pp | 420.54%-398.7pp | 552.29%-530.4pp |
| Employer contribution / active EE | $5,780 | $5,285+9.4% | $4,932+17.2% | $4,663+24.0% |
| Participant deferral / active EE | $10,763 | $8,419+27.8% | $8,065+33.5% | $6,689+60.9% |
| Admin fee / account holder | $9,160 | $15,035-39.1% | $12,993-29.5% | $13,390-31.6% |