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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 | $88,154 | $112,892-21.9% | $90,956-3.1% | $158,931-44.5% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 37.53% | 215.80%-178.3pp | 134.60%-97.1pp | 302.86%-265.3pp |
| Employer contribution / active EE | $3,954 | $2,893+36.7% | $2,122+86.3% | $4,761-17.0% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,094 | $8,042+0.7% | $5,959+35.8% | $11,247-28.0% |