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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 | $125,019 | $159,934-21.8% | $147,005-15.0% | $145,959-14.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 17.06% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,094 | $5,287-79.3% | $4,934-77.8% | $4,661-76.5% |
| Participant deferral / active EE | $7,641 | $8,427-9.3% | $8,070-5.3% | $6,689+14.2% |
| Admin fee / account holder | $1,931 | $15,053-87.2% | $13,006-85.2% | $13,398-85.6% |