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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 | $150,412-46.6% | $120,574-33.4% | $145,884-45.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 12.78% | 154.50%-141.7pp | 107.42%-94.6pp | 551.85%-539.1pp |
| Employer contribution / active EE | $3,804 | $4,355-12.6% | $3,471+9.6% | $4,662-18.4% |
| Participant deferral / active EE | $3,614 | $6,175-41.5% | $4,996-27.7% | $6,690-46.0% |
| Admin fee / account holder | $14,289 | $12,224+16.9% | $9,445+51.3% | $13,392+6.7% |