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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 | $111,353 | $175,231-36.5% | $149,696-25.6% | $139,466-20.2% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 17.21% | 166.77%-149.6pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $2,871 | $5,478-47.6% | $4,821-40.5% | $4,754-39.6% |
| Participant deferral / active EE | $8,841 | $6,521+35.6% | $5,682+55.6% | $6,712+31.7% |
| Admin fee / account holder | $2,313 | $16,155-85.7% | $13,212-82.5% | $11,409-79.7% |