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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 | $92,730 | $99,079-6.4% | $78,002+18.9% | $273,972-66.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 3.03% | 217.93%-214.9pp | 425.99%-423.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $5,821 | $3,308+76.0% | $2,470+135.6% | $4,869+19.6% |
| Participant deferral / active EE | $1,336 | $4,306-69.0% | $3,497-61.8% | $5,287-74.7% |
| Admin fee / account holder | $411 | $8,954-95.4% | $5,481-92.5% | $10,133-95.9% |