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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 | $87,920 | $198,457-55.7% | $170,435-48.4% | $147,586-40.4% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 15.62% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,051 | $6,183-66.8% | $5,432-62.2% | $4,876-57.9% |
| Participant deferral / active EE | $6,016 | $5,629+6.9% | $4,939+21.8% | $5,439+10.6% |
| Admin fee / account holder | $3,422 | $16,852-79.7% | $13,881-75.3% | $10,886-68.6% |