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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 | $110,159 | $53,063+107.6% | $124,206-11.3% | $82,637+33.3% |
| Participation rate | 93.7% | 58.4%+35.2pp | 69.6%+24.1pp | 68.1%+25.6pp |
| Annual return | 17.90% | 68.87%-51.0pp | 515.27%-497.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,438 | $1,530-6.0% | $3,540-59.4% | $2,552-43.7% |
| Participant deferral / active EE | $9,270 | $2,644+250.6% | $3,968+133.7% | $4,126+124.7% |
| Admin fee / account holder | $9,721 | $4,281+127.1% | $5,929+64.0% | $7,339+32.5% |