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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 | $82,679 | $100,139-17.4% | $85,187-2.9% | $145,884-43.3% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 14.19% | 84.15%-70.0pp | 66.67%-52.5pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,578 | $3,238-20.4% | $2,732-5.7% | $4,662-44.7% |
| Participant deferral / active EE | $9,939 | $5,296+87.7% | $4,525+119.7% | $6,690+48.6% |
| Admin fee / account holder | $19,917 | $7,262+174.3% | $6,162+223.2% | $13,392+48.7% |