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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 | $81,420 | $112,131-27.4% | $95,964-15.2% | $158,982-48.8% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 10.68% | 171.19%-160.5pp | 91.64%-81.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $3,403 | $3,199+6.4% | $2,541+33.9% | $4,763-28.6% |
| Participant deferral / active EE | $9,081 | $4,784+89.8% | $4,167+117.9% | $5,983+51.8% |
| Admin fee / account holder | $4,297 | $10,136-57.6% | $6,797-36.8% | $11,252-61.8% |