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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 | $63,426 | $111,785-43.3% | $93,669-32.3% | $145,877-56.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 9.07% | 203.79%-194.7pp | 133.59%-124.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,370 | $3,096-23.5% | $2,424-2.2% | $4,663-49.2% |
| Participant deferral / active EE | $4,039 | $4,919-17.9% | $4,416-8.5% | $6,691-39.6% |
| Admin fee / account holder | $14,125 | $10,256+37.7% | $8,291+70.4% | $13,402+5.4% |