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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 | $91,459 | $160,040-42.9% | $147,096-37.8% | $145,877-37.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 10.95% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,865 | $5,289-8.0% | $4,936-1.4% | $4,663+4.3% |
| Participant deferral / active EE | $11,896 | $8,429+41.1% | $8,071+47.4% | $6,691+77.8% |
| Admin fee / account holder | $2,695 | $15,050-82.1% | $13,005-79.3% | $13,402-79.9% |