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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 | $130,092 | $160,028-18.7% | $147,080-11.6% | $145,884-10.8% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 12.26% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,919 | $5,286-44.8% | $4,933-40.8% | $4,662-37.4% |
| Participant deferral / active EE | $7,809 | $8,422-7.3% | $8,066-3.2% | $6,690+16.7% |
| Admin fee / account holder | $14,452 | $15,030-3.8% | $12,989+11.3% | $13,392+7.9% |