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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 | $85,694 | $115,814-26.0% | $101,275-15.4% | $158,982-46.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 11.61% | 56.16%-44.5pp | 46.48%-34.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $7,762 | $4,176+85.9% | $3,660+112.1% | $4,763+63.0% |
| Participant deferral / active EE | $2,238 | $4,958-54.9% | $4,371-48.8% | $5,983-62.6% |
| Admin fee / account holder | $21,601 | $7,249+198.0% | $5,948+263.2% | $11,252+92.0% |