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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 | $98,710 | $197,637-50.1% | $177,848-44.5% | $158,982-37.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 170.28% | 58.77%+111.5pp | 48.33%+122.0pp | 302.99%-132.7pp |
| Employer contribution / active EE | $2,739 | $6,698-59.1% | $5,919-53.7% | $4,763-42.5% |
| Participant deferral / active EE | $8,582 | $8,405+2.1% | $7,714+11.3% | $5,983+43.4% |
| Admin fee / account holder | $6,138 | $15,406-60.2% | $12,431-50.6% | $11,252-45.4% |