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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 | $79,372 | $144,130-44.9% | $117,861-32.7% | $147,586-46.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 12.32% | 531.20%-518.9pp | 335.11%-322.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,371 | $4,897-51.6% | $3,786-37.4% | $4,876-51.4% |
| Participant deferral / active EE | $4,113 | $5,316-22.6% | $4,482-8.2% | $5,439-24.4% |
| Admin fee / account holder | $1,079 | $10,887-90.1% | $8,021-86.5% | $10,886-90.1% |