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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 | $160,040-4.6% | $147,096+3.7% | $145,877+4.6% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.02% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $3,111 | $5,289-41.2% | $4,936-37.0% | $4,663-33.3% |
| Participant deferral / active EE | $13,270 | $8,429+57.4% | $8,071+64.4% | $6,691+98.3% |
| Admin fee / account holder | $43,465 | $15,050+188.8% | $13,005+234.2% | $13,402+224.3% |