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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 | $80,049 | $112,933-29.1% | $90,970-12.0% | $158,982-49.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 11.12% | 215.82%-204.7pp | 134.60%-123.5pp | 302.99%-291.9pp |
| Employer contribution / active EE | $2,413 | $2,893-16.6% | $2,122+13.7% | $4,763-49.3% |
| Participant deferral / active EE | $6,223 | $4,128+50.8% | $3,373+84.5% | $5,983+4.0% |
| Admin fee / account holder | $18,764 | $8,047+133.2% | $5,961+214.8% | $11,252+66.8% |