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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 | $132,423 | $160,040-17.3% | $147,096-10.0% | $145,877-9.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.49% | 98.49%-80.0pp | 419.75%-401.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,594 | $5,289-51.0% | $4,936-47.5% | $4,663-44.4% |
| Participant deferral / active EE | $8,344 | $8,429-1.0% | $8,071+3.4% | $6,691+24.7% |
| Admin fee / account holder | $8,583 | $15,050-43.0% | $13,005-34.0% | $13,402-36.0% |