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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 | $99,088 | $150,435-34.1% | $120,580-17.8% | $145,897-32.1% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 15.64% | 154.60%-139.0pp | 107.48%-91.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,185 | $4,352-26.8% | $3,469-8.2% | $4,663-31.7% |
| Participant deferral / active EE | $7,908 | $6,174+28.1% | $4,995+58.3% | $6,689+18.2% |
| Admin fee / account holder | $5,668 | $12,182-53.5% | $9,418-39.8% | $13,390-57.7% |