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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 | $61,470 | $70,366-12.6% | $66,674-7.8% | $138,895-55.7% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.7%+11.3pp | 79.9%+5.1pp |
| Annual return | 13.92% | 386.41%-372.5pp | 321.24%-307.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,181 | $2,765-21.1% | $2,620-16.8% | $4,194-48.0% |
| Participant deferral / active EE | $4,012 | $4,374-8.3% | $4,084-1.8% | $6,396-37.3% |
| Admin fee / account holder | $9,510 | $5,262+80.7% | $5,098+86.5% | $12,562-24.3% |