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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 | $105,822 | $160,040-33.9% | $147,096-28.1% | $145,877-27.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.95% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,796 | $5,289-47.1% | $4,936-43.4% | $4,663-40.0% |
| Participant deferral / active EE | $10,954 | $8,429+30.0% | $8,071+35.7% | $6,691+63.7% |
| Admin fee / account holder | $7,269 | $15,050-51.7% | $13,005-44.1% | $13,402-45.8% |