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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 | $96,586 | $175,259-44.9% | $149,723-35.5% | $139,487-30.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.30% | 166.82%-152.5pp | 134.50%-120.2pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,629 | $5,478-52.0% | $4,821-45.5% | $4,755-44.7% |
| Participant deferral / active EE | $4,481 | $6,522-31.3% | $5,682-21.1% | $6,713-33.3% |
| Admin fee / account holder | $42,090 | $16,158+160.5% | $13,215+218.5% | $11,407+269.0% |