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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 | $60,372 | $111,878-46.0% | $93,727-35.6% | $145,897-58.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.37% | 204.28%-194.9pp | 133.83%-124.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $10,957 | $3,092+254.3% | $2,421+352.5% | $4,663+135.0% |
| Participant deferral / active EE | $8,001 | $4,920+62.6% | $4,417+81.1% | $6,689+19.6% |
| Admin fee / account holder | $2,364 | $10,256-77.0% | $8,292-71.5% | $13,390-82.3% |