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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 | $81,709 | $154,754-47.2% | $124,206-34.2% | $138,895-41.2% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.6%+13.8pp | 79.9%+3.4pp |
| Annual return | 14.24% | 709.28%-695.0pp | 515.27%-501.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,252 | $4,446-49.3% | $3,540-36.4% | $4,194-46.3% |
| Participant deferral / active EE | $5,365 | $4,621+16.1% | $3,968+35.2% | $6,396-16.1% |
| Admin fee / account holder | $6,641 | $6,690-0.7% | $5,929+12.0% | $12,562-47.1% |