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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 | $107,928 | $112,131-3.7% | $95,964+12.5% | $158,982-32.1% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 16.53% | 171.19%-154.7pp | 91.64%-75.1pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,377 | $3,199-56.9% | $2,541-45.8% | $4,763-71.1% |
| Participant deferral / active EE | $2,280 | $4,784-52.3% | $4,167-45.3% | $5,983-61.9% |
| Admin fee / account holder | $37,324 | $10,136+268.2% | $6,797+449.1% | $11,252+231.7% |