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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 | $102,800 | $166,020-38.1% | $164,866-37.6% | $145,959-29.6% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 14.93% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,857 | $5,275-45.8% | $4,343-34.2% | $4,661-38.7% |
| Participant deferral / active EE | $9,518 | $6,961+36.7% | $6,033+57.8% | $6,689+42.3% |
| Admin fee / account holder | $1,616 | $16,644-90.3% | $12,689-87.3% | $13,398-87.9% |