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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 | $87,122 | $112,131-22.3% | $95,964-9.2% | $158,982-45.2% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 11.77% | 171.19%-159.4pp | 91.64%-79.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $8,926 | $3,199+179.0% | $2,541+251.2% | $4,763+87.4% |
| Participant deferral / active EE | $7,478 | $4,784+56.3% | $4,167+79.5% | $5,983+25.0% |
| Admin fee / account holder | $5,733 | $10,136-43.4% | $6,797-15.7% | $11,252-49.1% |