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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 | $81,059 | $112,131-27.7% | $95,964-15.5% | $158,982-49.0% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 20.01% | 171.19%-151.2pp | 91.64%-71.6pp | 302.99%-283.0pp |
| Employer contribution / active EE | $3,432 | $3,199+7.3% | $2,541+35.1% | $4,763-27.9% |
| Participant deferral / active EE | $8,238 | $4,784+72.2% | $4,167+97.7% | $5,983+37.7% |
| Admin fee / account holder | $3,807 | $10,136-62.4% | $6,797-44.0% | $11,252-66.2% |