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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 | $83,380 | $183,539-54.6% | $155,556-46.4% | $145,897-42.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.81% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $9,336 | $5,315+75.6% | $4,675+99.7% | $4,663+100.2% |
| Participant deferral / active EE | $4,462 | $6,467-31.0% | $5,631-20.8% | $6,689-33.3% |
| Admin fee / account holder | $15,585 | $19,275-19.1% | $15,885-1.9% | $13,390+16.4% |