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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 | $106,697 | $106,008+0.6% | $92,240+15.7% | $147,586-27.7% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 19.75% | 50.05%-30.3pp | 176.29%-156.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,498 | $4,333-65.4% | $3,680-59.3% | $4,876-69.3% |
| Participant deferral / active EE | $3,874 | $4,478-13.5% | $3,897-0.6% | $5,439-28.8% |
| Admin fee / account holder | $683 | $6,333-89.2% | $5,194-86.8% | $10,886-93.7% |