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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 | $74,410 | $111,878-33.5% | $93,727-20.6% | $145,897-49.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 9.86% | 204.28%-194.4pp | 133.83%-124.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,695 | $3,092-45.2% | $2,421-30.0% | $4,663-63.7% |
| Participant deferral / active EE | $2,312 | $4,920-53.0% | $4,417-47.7% | $6,689-65.4% |
| Admin fee / account holder | $11,620 | $10,256+13.3% | $8,292+40.1% | $13,390-13.2% |