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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 | $63,506 | $90,530-29.9% | $76,030-16.5% | $145,897-56.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 10.36% | 625.08%-614.7pp | 361.54%-351.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,135 | $3,319-35.7% | $2,688-20.6% | $4,663-54.2% |
| Participant deferral / active EE | $9,978 | $5,164+93.2% | $4,257+134.4% | $6,689+49.2% |
| Admin fee / account holder | $1,661 | $8,383-80.2% | $6,421-74.1% | $13,390-87.6% |