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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 | $81,840 | $137,414-40.4% | $189,537-56.8% | $85,847-4.7% |
| Participation rate | 91.2% | 84.6%+6.6pp | 87.8%+3.4pp | 69.3%+21.9pp |
| Annual return | 12.65% | 38.14%-25.5pp | 555.34%-542.7pp | 318.61%-306.0pp |
| Employer contribution / active EE | $3,605 | $4,344-17.0% | $6,161-41.5% | $2,565+40.5% |
| Participant deferral / active EE | $6,229 | $6,260-0.5% | $8,220-24.2% | $3,952+57.6% |
| Admin fee / account holder | $811 | $8,630-90.6% | $12,048-93.3% | $6,261-87.0% |