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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 | $88,912 | $183,539-51.6% | $155,556-42.8% | $145,897-39.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.77% | 61.31%-49.5pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,365 | $5,315-55.5% | $4,675-49.4% | $4,663-49.3% |
| Participant deferral / active EE | $3,166 | $6,467-51.1% | $5,631-43.8% | $6,689-52.7% |
| Admin fee / account holder | $50,550 | $19,275+162.3% | $15,885+218.2% | $13,390+277.5% |