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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 | $111,814-46.0% | $93,654-35.5% | $145,959-58.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 9.37% | 203.30%-193.9pp | 133.34%-124.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $10,957 | $3,092+254.4% | $2,421+352.6% | $4,661+135.1% |
| Participant deferral / active EE | $8,001 | $4,914+62.8% | $4,413+81.3% | $6,689+19.6% |
| Admin fee / account holder | $2,364 | $10,246-76.9% | $8,282-71.5% | $13,398-82.4% |