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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 | $160,040-50.7% | $147,096-46.4% | $145,877-45.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 12.71% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,993 | $5,289-24.5% | $4,936-19.1% | $4,663-14.4% |
| Participant deferral / active EE | $7,830 | $8,429-7.1% | $8,071-3.0% | $6,691+17.0% |
| Admin fee / account holder | $9,561 | $15,050-36.5% | $13,005-26.5% | $13,402-28.7% |