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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 | $111,785-28.1% | $93,669-14.2% | $145,877-44.9% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 12.77% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $10,116 | $3,096+226.8% | $2,424+317.4% | $4,663+117.0% |
| Participant deferral / active EE | $7,149 | $4,919+45.4% | $4,416+61.9% | $6,691+6.9% |
| Admin fee / account holder | $5,395 | $10,256-47.4% | $8,291-34.9% | $13,402-59.7% |