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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 | $111,830-17.7% | $93,696-1.8% | $145,884-36.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.39% | 204.08%-188.7pp | 133.74%-118.4pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,916 | $3,093+26.6% | $2,422+61.7% | $4,662-16.0% |
| Participant deferral / active EE | $3,394 | $4,920-31.0% | $4,417-23.2% | $6,690-49.3% |
| Admin fee / account holder | $44,056 | $10,249+329.9% | $8,287+431.7% | $13,392+229.0% |