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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 | $166,131-40.8% | $164,975-40.4% | $145,877-32.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 10.82% | 100.37%-89.5pp | 70.12%-59.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,982 | $5,276-43.5% | $4,343-31.3% | $4,663-36.1% |
| Participant deferral / active EE | $7,462 | $6,962+7.2% | $6,033+23.7% | $6,691+11.5% |
| Admin fee / account holder | $31,778 | $16,648+90.9% | $12,688+150.5% | $13,402+137.1% |