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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 | $94,307 | $112,131-15.9% | $95,964-1.7% | $158,982-40.7% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 12.83% | 171.19%-158.4pp | 91.64%-78.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,613 | $3,199-18.3% | $2,541+2.8% | $4,763-45.1% |
| Participant deferral / active EE | $3,982 | $4,784-16.8% | $4,167-4.4% | $5,983-33.4% |
| Admin fee / account holder | $28,602 | $10,136+182.2% | $6,797+320.8% | $11,252+154.2% |