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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 | $80,276 | $150,197-46.6% | $120,368-33.3% | $145,959-45.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 12.78% | 154.26%-141.5pp | 107.26%-94.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $3,804 | $4,350-12.6% | $3,465+9.8% | $4,661-18.4% |
| Participant deferral / active EE | $3,614 | $6,174-41.5% | $4,991-27.6% | $6,689-46.0% |
| Admin fee / account holder | $14,289 | $12,216+17.0% | $9,429+51.5% | $13,398+6.7% |