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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 | $120,328 | $84,149+43.0% | $76,080+58.2% | $167,536-28.2% |
| Participation rate | 94.4% | 84.9%+9.6pp | 79.4%+15.0pp | 82.1%+12.3pp |
| Annual return | 34.88% | 54.99%-20.1pp | 42.50%-7.6pp | 478.82%-443.9pp |
| Employer contribution / active EE | $5,973 | $4,618+29.3% | $3,962+50.7% | $4,839+23.4% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,207 | $6,410-81.2% | $4,883-75.3% | $12,315-90.2% |