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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 | $183,592-51.6% | $155,567-42.8% | $145,959-39.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.77% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,365 | $5,315-55.5% | $4,674-49.4% | $4,661-49.3% |
| Participant deferral / active EE | $3,166 | $6,464-51.0% | $5,628-43.8% | $6,689-52.7% |
| Admin fee / account holder | $50,550 | $19,318+161.7% | $15,916+217.6% | $13,398+277.3% |