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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 | $92,906 | $166,131-44.1% | $164,975-43.7% | $145,877-36.3% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 19.81% | 100.37%-80.6pp | 70.12%-50.3pp | 551.28%-531.5pp |
| Employer contribution / active EE | $15,762 | $5,276+198.8% | $4,343+263.0% | $4,663+238.0% |
| Participant deferral / active EE | $4,796 | $6,962-31.1% | $6,033-20.5% | $6,691-28.3% |
| Admin fee / account holder | $12,530 | $16,648-24.7% | $12,688-1.2% | $13,402-6.5% |