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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 | $108,211 | $150,412-28.1% | $120,574-10.3% | $145,884-25.8% |
| Participation rate | 90.9% | 78.8%+12.1pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.49% | 154.50%-142.0pp | 107.42%-94.9pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,799 | $4,355-12.8% | $3,471+9.5% | $4,662-18.5% |
| Participant deferral / active EE | $7,951 | $6,175+28.8% | $4,996+59.2% | $6,690+18.9% |
| Admin fee / account holder | $23,095 | $12,224+88.9% | $9,445+144.5% | $13,392+72.5% |