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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 | $111,878-26.7% | $93,727-12.5% | $145,897-43.8% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+18.0pp | 80.3%+6.4pp |
| Annual return | 10.24% | 204.28%-194.0pp | 133.83%-123.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,221 | $3,092-60.5% | $2,421-49.6% | $4,663-73.8% |
| Participant deferral / active EE | $1,877 | $4,920-61.9% | $4,417-57.5% | $6,689-71.9% |
| Admin fee / account holder | $20,249 | $10,256+97.4% | $8,292+144.2% | $13,390+51.2% |