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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 | $66,656 | $227,597-70.7% | $189,575-64.8% | $167,536-60.2% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 202.10% | 78.44%+123.7pp | 64.19%+137.9pp | 478.82%-276.7pp |
| Employer contribution / active EE | $3,237 | $5,316-39.1% | $4,412-26.6% | $4,839-33.1% |
| Participant deferral / active EE | $9,493 | $7,002+35.6% | $6,174+53.8% | $6,342+49.7% |
| Admin fee / account holder | $4,442 | $11,877-62.6% | $9,806-54.7% | $12,315-63.9% |