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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 | $89,934 | $112,121-19.8% | $95,960-6.3% | $158,966-43.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 20.55% | 171.16%-150.6pp | 91.63%-71.1pp | 302.95%-282.4pp |
| Employer contribution / active EE | $2,440 | $3,199-23.7% | $2,541-4.0% | $4,762-48.8% |
| Participant deferral / active EE | $9,772 | $4,784+104.3% | $4,167+134.5% | $5,983+63.3% |
| Admin fee / account holder | $11,018 | $10,135+8.7% | $6,797+62.1% | $11,250-2.1% |