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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 | $70,361 | $150,197-53.2% | $120,368-41.5% | $145,959-51.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 19.32% | 154.26%-134.9pp | 107.26%-87.9pp | 561.95%-542.6pp |
| Employer contribution / active EE | $3,841 | $4,350-11.7% | $3,465+10.9% | $4,661-17.6% |
| Participant deferral / active EE | $12,087 | $6,174+95.8% | $4,991+142.2% | $6,689+80.7% |
| Admin fee / account holder | $2,627 | $12,216-78.5% | $9,429-72.1% | $13,398-80.4% |