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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 | $83,480 | $160,028-47.8% | $147,080-43.2% | $145,884-42.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.58% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,210 | $5,286-58.2% | $4,933-55.2% | $4,662-52.6% |
| Participant deferral / active EE | $10,357 | $8,422+23.0% | $8,066+28.4% | $6,690+54.8% |
| Admin fee / account holder | $6,941 | $15,030-53.8% | $12,989-46.6% | $13,392-48.2% |