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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 | $93,541 | $111,830-16.4% | $93,696-0.2% | $145,884-35.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 16.49% | 204.08%-187.6pp | 133.74%-117.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,908 | $3,093-38.3% | $2,422-21.2% | $4,662-59.1% |
| Participant deferral / active EE | $5,711 | $4,920+16.1% | $4,417+29.3% | $6,690-14.6% |
| Admin fee / account holder | $684 | $10,249-93.3% | $8,287-91.7% | $13,392-94.9% |