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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 | $179,928 | $108,897+65.2% | $100,378+79.2% | $145,877+23.3% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 11.18% | 58.17%-47.0pp | 49.41%-38.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,990 | $4,420-32.3% | $3,942-24.1% | $4,663-35.9% |
| Participant deferral / active EE | $5,789 | $8,455-31.5% | $8,087-28.4% | $6,691-13.5% |
| Admin fee / account holder | $9,269 | $9,690-4.3% | $7,899+17.3% | $13,402-30.8% |