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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 | $85,855 | $160,070-46.4% | $147,117-41.6% | $145,897-41.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 11.99% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,910 | $5,285-26.0% | $4,932-20.7% | $4,663-16.1% |
| Participant deferral / active EE | $7,832 | $8,419-7.0% | $8,065-2.9% | $6,689+17.1% |
| Admin fee / account holder | $2,424 | $15,035-83.9% | $12,993-81.3% | $13,390-81.9% |