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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 | $75,236 | $107,941-30.3% | $91,994-18.2% | $152,897-50.8% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 21.46% | 89.28%-67.8pp | 69.04%-47.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $18,682 | $4,212+343.6% | $3,453+441.1% | $4,764+292.2% |
| Participant deferral / active EE | $3,886 | $6,366-38.9% | $5,924-34.4% | $5,851-33.6% |
| Admin fee / account holder | $16,360 | $10,521+55.5% | $7,744+111.3% | $11,599+41.0% |