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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 | $160,040-46.4% | $147,096-41.6% | $145,877-41.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.99% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $3,910 | $5,289-26.1% | $4,936-20.8% | $4,663-16.1% |
| Participant deferral / active EE | $7,832 | $8,429-7.1% | $8,071-3.0% | $6,691+17.1% |
| Admin fee / account holder | $2,424 | $15,050-83.9% | $13,005-81.4% | $13,402-81.9% |