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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 | $150,346-34.1% | $120,524-17.8% | $145,877-32.1% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 15.64% | 154.40%-138.8pp | 107.36%-91.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,185 | $4,353-26.8% | $3,469-8.2% | $4,663-31.7% |
| Participant deferral / active EE | $7,908 | $6,172+28.1% | $4,994+58.4% | $6,691+18.2% |
| Admin fee / account holder | $5,668 | $12,215-53.6% | $9,440-40.0% | $13,402-57.7% |