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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 | $85,082 | $144,130-41.0% | $117,861-27.8% | $147,586-42.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 13.56% | 531.20%-517.6pp | 335.11%-321.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $2,055 | $4,897-58.0% | $3,786-45.7% | $4,876-57.8% |
| Participant deferral / active EE | $3,752 | $5,316-29.4% | $4,482-16.3% | $5,439-31.0% |
| Admin fee / account holder | $879 | $10,887-91.9% | $8,021-89.0% | $10,886-91.9% |