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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 | $86,473 | $150,412-42.5% | $120,574-28.3% | $145,884-40.7% |
| Participation rate | 93.8% | 78.8%+15.0pp | 71.9%+21.8pp | 80.3%+13.4pp |
| Annual return | 9.27% | 154.50%-145.2pp | 107.42%-98.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,242 | $4,355-48.5% | $3,471-35.4% | $4,662-51.9% |
| Participant deferral / active EE | $1,637 | $6,175-73.5% | $4,996-67.2% | $6,690-75.5% |
| Admin fee / account holder | $2,558 | $12,224-79.1% | $9,445-72.9% | $13,392-80.9% |