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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 | $110,150 | $150,435-26.8% | $120,580-8.6% | $145,897-24.5% |
| Participation rate | 85.7% | 78.8%+6.9pp | 72.0%+13.8pp | 80.3%+5.4pp |
| Annual return | 11.23% | 154.60%-143.4pp | 107.48%-96.2pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,319 | $4,352-46.7% | $3,469-33.2% | $4,663-50.3% |
| Participant deferral / active EE | $3,939 | $6,174-36.2% | $4,995-21.2% | $6,689-41.1% |
| Admin fee / account holder | $9,618 | $12,182-21.0% | $9,418+2.1% | $13,390-28.2% |