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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 | $167,030-51.1% | $135,768-39.8% | $155,188-47.3% |
| Participation rate | 83.3% | 76.2%+7.2pp | 71.1%+12.3pp | 80.8%+2.5pp |
| Annual return | 14.24% | 678.39%-664.2pp | 526.10%-511.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,252 | $4,132-45.5% | $3,394-33.6% | $4,248-47.0% |
| Participant deferral / active EE | $5,365 | $4,528+18.5% | $3,977+34.9% | $6,531-17.9% |
| Admin fee / account holder | $6,641 | $8,172-18.7% | $7,048-5.8% | $14,480-54.1% |