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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 | $89,543 | $160,040-44.0% | $147,096-39.1% | $145,877-38.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.52% | 98.49%-78.0pp | 419.75%-399.2pp | 551.28%-530.8pp |
| Employer contribution / active EE | $2,441 | $5,289-53.9% | $4,936-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $9,508 | $8,429+12.8% | $8,071+17.8% | $6,691+42.1% |
| Admin fee / account holder | $3,613 | $15,050-76.0% | $13,005-72.2% | $13,402-73.0% |