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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 | $83,106 | $175,231-52.6% | $149,696-44.5% | $139,466-40.4% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 14.24% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $2,639 | $5,478-51.8% | $4,821-45.3% | $4,754-44.5% |
| Participant deferral / active EE | $8,416 | $6,521+29.1% | $5,682+48.1% | $6,712+25.4% |
| Admin fee / account holder | $3,121 | $16,155-80.7% | $13,212-76.4% | $11,409-72.6% |