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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 | $113,610 | $166,242-31.7% | $165,071-31.2% | $145,884-22.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 11.82% | 100.44%-88.6pp | 70.17%-58.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,637 | $5,283-50.1% | $4,347-39.3% | $4,662-43.4% |
| Participant deferral / active EE | $5,448 | $6,964-21.8% | $6,035-9.7% | $6,690-18.6% |
| Admin fee / account holder | $6,364 | $16,658-61.8% | $12,695-49.9% | $13,392-52.5% |