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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 | $101,123 | $167,030-39.5% | $135,768-25.5% | $155,188-34.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 15.32% | 678.39%-663.1pp | 526.10%-510.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $11,161 | $4,132+170.1% | $3,394+228.8% | $4,248+162.7% |
| Participant deferral / active EE | $3,511 | $4,528-22.5% | $3,977-11.7% | $6,531-46.2% |
| Admin fee / account holder | $1,669 | $8,172-79.6% | $7,048-76.3% | $14,480-88.5% |