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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 | $87,690 | $111,878-21.6% | $93,727-6.4% | $145,897-39.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 10.54% | 204.28%-193.7pp | 133.83%-123.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $6,228 | $3,092+101.4% | $2,421+157.2% | $4,663+33.6% |
| Participant deferral / active EE | $3,439 | $4,920-30.1% | $4,417-22.1% | $6,689-48.6% |
| Admin fee / account holder | $6,656 | $10,256-35.1% | $8,292-19.7% | $13,390-50.3% |