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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 | $94,865 | $107,368-11.6% | $92,915+2.1% | $152,909-38.0% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 19.40% | 145.64%-126.2pp | 109.45%-90.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $3,786 | $4,222-10.3% | $3,653+3.6% | $4,764-20.5% |
| Participant deferral / active EE | $8,021 | $4,848+65.4% | $4,238+89.3% | $5,851+37.1% |
| Admin fee / account holder | $16,033 | $7,082+126.4% | $5,796+176.6% | $11,601+38.2% |