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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 | $76,103 | $81,696-6.8% | $70,494+8.0% | $158,982-52.1% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 14.14% | 208.70%-194.6pp | 109.16%-95.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $8,362 | $3,220+159.7% | $2,738+205.4% | $4,763+75.6% |
| Participant deferral / active EE | $2,992 | $4,558-34.4% | $3,711-19.4% | $5,983-50.0% |
| Admin fee / account holder | $8,669 | $6,200+39.8% | $3,848+125.3% | $11,252-22.9% |