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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 | $78,729 | $226,135-65.2% | $182,558-56.9% | $152,909-48.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 22.65% | 192.60%-170.0pp | 148.59%-125.9pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,875 | $4,979-62.3% | $4,076-54.0% | $4,764-60.6% |
| Participant deferral / active EE | $2,151 | $6,371-66.2% | $5,526-61.1% | $5,851-63.2% |
| Admin fee / account holder | $18,104 | $10,707+69.1% | $8,594+110.7% | $11,601+56.1% |