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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 | $82,391 | $111,787-26.3% | $93,681-12.1% | $145,978-43.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 20.91% | 203.52%-182.6pp | 133.47%-112.6pp | 550.52%-529.6pp |
| Employer contribution / active EE | $10,687 | $3,093+245.5% | $2,422+341.2% | $4,662+129.3% |
| Participant deferral / active EE | $12,722 | $4,918+158.7% | $4,415+188.1% | $6,690+90.2% |
| Admin fee / account holder | $476 | $10,256-95.4% | $8,290-94.3% | $13,400-96.4% |