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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 | $111,814-43.3% | $93,654-32.3% | $145,959-56.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 9.07% | 203.30%-194.2pp | 133.34%-124.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,370 | $3,092-23.3% | $2,421-2.1% | $4,661-49.2% |
| Participant deferral / active EE | $4,039 | $4,914-17.8% | $4,413-8.5% | $6,689-39.6% |
| Admin fee / account holder | $14,125 | $10,246+37.9% | $8,282+70.5% | $13,398+5.4% |