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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 | $94,991 | $217,427-56.3% | $185,837-48.9% | $167,518-43.3% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 10.62% | 148.39%-137.8pp | 122.08%-111.5pp | 478.71%-468.1pp |
| Employer contribution / active EE | $2,768 | $5,874-52.9% | $5,168-46.4% | $4,838-42.8% |
| Participant deferral / active EE | $3,865 | $6,357-39.2% | $5,568-30.6% | $6,342-39.1% |
| Admin fee / account holder | $5,625 | $19,816-71.6% | $16,241-65.4% | $12,312-54.3% |