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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 | $89,819 | $123,854-27.5% | $69,623+29.0% | $145,884-38.4% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.4%+16.9pp | 80.3%+3.0pp |
| Annual return | 15.36% | 192.35%-177.0pp | 101.23%-85.9pp | 551.85%-536.5pp |
| Employer contribution / active EE | $334 | $2,673-87.5% | $1,709-80.5% | $4,662-92.8% |
| Participant deferral / active EE | $2,821 | $4,242-33.5% | $2,890-2.4% | $6,690-57.8% |
| Admin fee / account holder | $11,295 | $7,822+44.4% | $4,696+140.5% | $13,392-15.7% |