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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 | $102,766 | $96,678+6.3% | $86,640+18.6% | $139,466-26.3% |
| Participation rate | 81.0% | 74.4%+6.5pp | 71.7%+9.2pp | 80.3%+0.6pp |
| Annual return | 13.53% | 106.69%-93.2pp | 592.52%-579.0pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,101 | $3,265-66.3% | $3,024-63.6% | $4,754-76.8% |
| Participant deferral / active EE | $2,808 | $4,837-42.0% | $4,438-36.7% | $6,712-58.2% |
| Admin fee / account holder | $14,431 | $6,410+125.1% | $5,616+157.0% | $11,409+26.5% |