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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 | $88,863 | $198,457-55.2% | $170,435-47.9% | $147,586-39.8% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 27.87% | 257.30%-229.4pp | 205.94%-178.1pp | 578.59%-550.7pp |
| Employer contribution / active EE | $2,816 | $6,183-54.5% | $5,432-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $7,855 | $5,629+39.5% | $4,939+59.0% | $5,439+44.4% |
| Admin fee / account holder | $95,340 | $16,852+465.7% | $13,881+586.8% | $10,886+775.8% |