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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 | $92,858 | $115,796-19.8% | $101,264-8.3% | $158,950-41.6% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 19.54% | 56.15%-36.6pp | 46.48%-26.9pp | 302.91%-283.4pp |
| Employer contribution / active EE | $8,089 | $4,175+93.7% | $3,660+121.0% | $4,762+69.9% |
| Participant deferral / active EE | $7,258 | $4,958+46.4% | $4,370+66.1% | $5,983+21.3% |
| Admin fee / account holder | $2,006 | $7,247-72.3% | $5,947-66.3% | $11,248-82.2% |