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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 | $82,007 | $111,785-26.6% | $93,669-12.4% | $145,877-43.8% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 10.24% | 203.79%-193.5pp | 133.59%-123.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,221 | $3,096-60.6% | $2,424-49.6% | $4,663-73.8% |
| Participant deferral / active EE | $1,877 | $4,919-61.8% | $4,416-57.5% | $6,691-71.9% |
| Admin fee / account holder | $20,249 | $10,256+97.4% | $8,291+144.2% | $13,402+51.1% |