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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 | $116,166 | $149,040-22.1% | $120,225-3.4% | $137,256-15.4% |
| Participation rate | 84.6% | 75.4%+9.2pp | 69.6%+15.0pp | 80.0%+4.7pp |
| Annual return | 11.16% | 605.68%-594.5pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,766 | $4,350-59.4% | $3,475-49.2% | $4,156-57.5% |
| Participant deferral / active EE | $3,879 | $4,655-16.7% | $3,999-3.0% | $6,407-39.4% |
| Admin fee / account holder | $6,552 | $6,348+3.2% | $5,696+15.0% | $12,270-46.6% |