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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 | $36,050 | $112,131-67.9% | $95,964-62.4% | $158,982-77.3% |
| Participation rate | 95.8% | 79.0%+16.8pp | 77.1%+18.7pp | 82.0%+13.9pp |
| Annual return | 9.10% | 171.19%-162.1pp | 91.64%-82.5pp | 302.99%-293.9pp |
| Employer contribution / active EE | $5,579 | $3,199+74.4% | $2,541+119.5% | $4,763+17.1% |
| Participant deferral / active EE | $3,152 | $4,784-34.1% | $4,167-24.4% | $5,983-47.3% |
| Admin fee / account holder | $5,490 | $10,136-45.8% | $6,797-19.2% | $11,252-51.2% |