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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 | $90,943 | $110,093-17.4% | $97,295-6.5% | $145,897-37.7% |
| Participation rate | 91.3% | 75.9%+15.4pp | 72.7%+18.6pp | 80.3%+11.0pp |
| Annual return | 16.46% | 244.76%-228.3pp | 75.62%-59.2pp | 552.29%-535.8pp |
| Employer contribution / active EE | $6,208 | $3,077+101.7% | $2,723+128.0% | $4,663+33.1% |
| Participant deferral / active EE | $12,690 | $4,678+171.3% | $4,264+197.6% | $6,689+89.7% |
| Admin fee / account holder | $14,575 | $6,212+134.6% | $5,646+158.1% | $13,390+8.8% |