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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 | $69,062 | $160,028-56.8% | $147,080-53.0% | $145,884-52.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.55% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,747 | $5,286-48.0% | $4,933-44.3% | $4,662-41.1% |
| Participant deferral / active EE | $7,934 | $8,422-5.8% | $8,066-1.6% | $6,690+18.6% |
| Admin fee / account holder | $83,296 | $15,030+454.2% | $12,989+541.3% | $13,392+522.0% |