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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 | $69,187 | $126,113-45.1% | $116,096-40.4% | $155,188-55.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 73.3%+16.7pp | 80.8%+9.2pp |
| Annual return | 70.72% | 391.72%-321.0pp | 326.25%-255.5pp | 148.84%-78.1pp |
| Employer contribution / active EE | $2,784 | $2,672+4.2% | $2,503+11.2% | $4,248-34.5% |
| Participant deferral / active EE | $8,597 | $4,162+106.6% | $3,952+117.5% | $6,531+31.6% |
| Admin fee / account holder | $13,117 | $8,045+63.0% | $7,704+70.3% | $14,480-9.4% |