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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 | $91,696 | $152,612-39.9% | $125,192-26.8% | $152,897-40.0% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 16.84% | 54.85%-38.0pp | 43.79%-27.0pp | 345.43%-328.6pp |
| Employer contribution / active EE | $9,595 | $4,947+93.9% | $3,866+148.2% | $4,764+101.4% |
| Participant deferral / active EE | $6,468 | $5,868+10.2% | $4,937+31.0% | $5,851+10.5% |
| Admin fee / account holder | $519 | $13,437-96.1% | $9,704-94.7% | $11,599-95.5% |