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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 | $85,784 | $183,539-53.3% | $155,556-44.9% | $145,897-41.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.53% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,665 | $5,315-68.7% | $4,675-64.4% | $4,663-64.3% |
| Participant deferral / active EE | $7,108 | $6,467+9.9% | $5,631+26.2% | $6,689+6.3% |
| Admin fee / account holder | $83,970 | $19,275+335.6% | $15,885+428.6% | $13,390+527.1% |