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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 | $96,270 | $160,040-39.8% | $147,096-34.6% | $145,877-34.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.69% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $11,872 | $5,289+124.4% | $4,936+140.5% | $4,663+154.6% |
| Participant deferral / active EE | $5,590 | $8,429-33.7% | $8,071-30.7% | $6,691-16.5% |
| Admin fee / account holder | $3,739 | $15,050-75.2% | $13,005-71.3% | $13,402-72.1% |