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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 | $152,600 | $160,070-4.7% | $147,117+3.7% | $145,897+4.6% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.02% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,111 | $5,285-41.1% | $4,932-36.9% | $4,663-33.3% |
| Participant deferral / active EE | $13,270 | $8,419+57.6% | $8,065+64.5% | $6,689+98.4% |
| Admin fee / account holder | $43,465 | $15,035+189.1% | $12,993+234.5% | $13,390+224.6% |