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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 | $87,315 | $226,105-61.4% | $182,540-52.2% | $152,897-42.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 17.78% | 192.58%-174.8pp | 148.58%-130.8pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,778 | $4,978-64.3% | $4,076-56.4% | $4,764-62.7% |
| Participant deferral / active EE | $9,433 | $6,370+48.1% | $5,525+70.7% | $5,851+61.2% |
| Admin fee / account holder | $78,536 | $10,706+633.6% | $8,593+813.9% | $11,599+577.1% |