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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 | $81,267 | $138,075-41.1% | $123,552-34.2% | $135,379-40.0% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 71.55% | 153.70%-82.2pp | 119.20%-47.7pp | 519.79%-448.2pp |
| Employer contribution / active EE | $2,917 | $5,152-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $7,763 | $6,800+14.2% | $6,426+20.8% | $5,609+38.4% |
| Admin fee / account holder | $2,298 | $10,917-79.0% | $9,285-75.2% | $10,828-78.8% |