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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 | $90,586 | $183,539-50.6% | $155,556-41.8% | $145,897-37.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 22.88% | 61.31%-38.4pp | 64.84%-42.0pp | 552.29%-529.4pp |
| Employer contribution / active EE | $3,171 | $5,315-40.3% | $4,675-32.2% | $4,663-32.0% |
| Participant deferral / active EE | $9,339 | $6,467+44.4% | $5,631+65.8% | $6,689+39.6% |
| Admin fee / account holder | $40,031 | $19,275+107.7% | $15,885+152.0% | $13,390+199.0% |