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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 | $85,113 | $109,327-22.1% | $89,391-4.8% | $158,931-46.4% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 18.90% | 345.68%-326.8pp | 245.62%-226.7pp | 302.86%-284.0pp |
| Employer contribution / active EE | $16,632 | $3,170+424.7% | $2,586+543.3% | $4,761+249.3% |
| Participant deferral / active EE | $5,462 | $4,598+18.8% | $3,890+40.4% | $5,982-8.7% |
| Admin fee / account holder | $2,658 | $6,153-56.8% | $4,881-45.5% | $11,247-76.4% |