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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 | $78,858 | $160,070-50.7% | $147,117-46.4% | $145,897-45.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 12.71% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,993 | $5,285-24.4% | $4,932-19.0% | $4,663-14.4% |
| Participant deferral / active EE | $7,830 | $8,419-7.0% | $8,065-2.9% | $6,689+17.1% |
| Admin fee / account holder | $9,561 | $15,035-36.4% | $12,993-26.4% | $13,390-28.6% |