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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 | $80,366 | $111,878-28.2% | $93,727-14.3% | $145,897-44.9% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 12.77% | 204.28%-191.5pp | 133.83%-121.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $10,116 | $3,092+227.2% | $2,421+317.8% | $4,663+117.0% |
| Participant deferral / active EE | $7,149 | $4,920+45.3% | $4,417+61.9% | $6,689+6.9% |
| Admin fee / account holder | $5,395 | $10,256-47.4% | $8,292-34.9% | $13,390-59.7% |