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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 | $160,070-0.7% | $147,117+8.0% | $145,897+8.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.54% | 98.69%-86.2pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,013 | $5,285-61.9% | $4,932-59.2% | $4,663-56.8% |
| Participant deferral / active EE | $6,707 | $8,419-20.3% | $8,065-16.8% | $6,689+0.3% |
| Admin fee / account holder | $11,845 | $15,035-21.2% | $12,993-8.8% | $13,390-11.5% |