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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 | $98,357 | $166,268-40.8% | $165,100-40.4% | $145,897-32.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 10.82% | 100.52%-89.7pp | 70.21%-59.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,982 | $5,284-43.6% | $4,348-31.4% | $4,663-36.1% |
| Participant deferral / active EE | $7,462 | $6,964+7.1% | $6,035+23.6% | $6,689+11.6% |
| Admin fee / account holder | $31,778 | $16,659+90.8% | $12,696+150.3% | $13,390+137.3% |