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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 | $95,389 | $125,184-23.8% | $105,607-9.7% | $145,884-34.6% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 11.46% | 225.00%-213.5pp | 116.11%-104.6pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,771 | $3,720+1.4% | $3,167+19.1% | $4,662-19.1% |
| Participant deferral / active EE | $7,900 | $5,714+38.3% | $5,011+57.6% | $6,690+18.1% |
| Admin fee / account holder | $9,934 | $17,133-42.0% | $10,958-9.3% | $13,392-25.8% |