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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 | $91,373 | $175,259-47.9% | $149,723-39.0% | $139,487-34.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.20% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.6pp |
| Employer contribution / active EE | $7,314 | $5,478+33.5% | $4,821+51.7% | $4,755+53.8% |
| Participant deferral / active EE | $7,686 | $6,522+17.8% | $5,682+35.3% | $6,713+14.5% |
| Admin fee / account holder | $4,257 | $16,158-73.7% | $13,215-67.8% | $11,407-62.7% |