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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 | $116,196 | $104,937+10.7% | $84,628+37.3% | $152,897-24.0% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 25.98% | 373.88%-347.9pp | 258.80%-232.8pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,494 | $3,303-54.8% | $2,653-43.7% | $4,764-68.6% |
| Participant deferral / active EE | $3,575 | $4,690-23.8% | $3,900-8.3% | $5,851-38.9% |
| Admin fee / account holder | $15,872 | $6,243+154.2% | $4,914+223.0% | $11,599+36.8% |