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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 | $100,983 | $124,346-18.8% | $111,308-9.3% | $167,536-39.7% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.3pp | 82.1%+9.6pp |
| Annual return | 16.77% | 37.45%-20.7pp | 54.67%-37.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $4,897 | $3,437+42.5% | $2,732+79.3% | $4,839+1.2% |
| Participant deferral / active EE | $4,463 | $5,182-13.9% | $4,487-0.5% | $6,342-29.6% |
| Admin fee / account holder | $22,079 | $10,621+107.9% | $7,965+177.2% | $12,315+79.3% |