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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 | $102,047 | $234,190-56.4% | $180,320-43.4% | $198,609-48.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.5%+16.0pp | 82.4%+5.1pp |
| Annual return | 13.14% | 1057.44%-1044.3pp | 778.54%-765.4pp | 202.70%-189.6pp |
| Employer contribution / active EE | $2,147 | $5,258-59.2% | $4,108-47.7% | $5,055-57.5% |
| Participant deferral / active EE | $6,035 | $4,988+21.0% | $4,304+40.2% | $6,977-13.5% |
| Admin fee / account holder | $6,978 | $12,558-44.4% | $10,000-30.2% | $19,030-63.3% |