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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 | $93,896 | $107,944-13.0% | $91,994+2.1% | $152,885-38.6% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.5%+9.2pp |
| Annual return | 28.09% | 89.26%-61.2pp | 69.03%-40.9pp | 345.39%-317.3pp |
| Employer contribution / active EE | $1,191 | $4,210-71.7% | $3,452-65.5% | $4,763-75.0% |
| Participant deferral / active EE | $2,176 | $6,365-65.8% | $5,923-63.3% | $5,851-62.8% |
| Admin fee / account holder | $7,268 | $10,521-30.9% | $7,743-6.1% | $11,598-37.3% |