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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 | $158,893 | $160,040-0.7% | $147,096+8.0% | $145,877+8.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.54% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,013 | $5,289-61.9% | $4,936-59.2% | $4,663-56.8% |
| Participant deferral / active EE | $6,707 | $8,429-20.4% | $8,071-16.9% | $6,691+0.2% |
| Admin fee / account holder | $11,845 | $15,050-21.3% | $13,005-8.9% | $13,402-11.6% |