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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 | $91,996 | $111,785-17.7% | $93,669-1.8% | $145,877-36.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.39% | 203.79%-188.4pp | 133.59%-118.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,916 | $3,096+26.5% | $2,424+61.6% | $4,663-16.0% |
| Participant deferral / active EE | $3,394 | $4,919-31.0% | $4,416-23.1% | $6,691-49.3% |
| Admin fee / account holder | $44,056 | $10,256+329.6% | $8,291+431.4% | $13,402+228.7% |