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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 | $67,637 | $167,522-59.6% | $151,639-55.4% | $134,532-49.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | 106.16% | 7.81%+98.4pp | 3.34%+102.8pp | 418.27%-312.1pp |
| Employer contribution / active EE | $2,955 | $6,828-56.7% | $6,165-52.1% | $4,741-37.7% |
| Participant deferral / active EE | $7,025 | $8,986-21.8% | $8,363-16.0% | $6,401+9.8% |
| Admin fee / account holder | $2,172 | $13,780-84.2% | $11,613-81.3% | $11,429-81.0% |