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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% | $155,574-42.8% | $145,877-39.0% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.77% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,365 | $5,317-55.5% | $4,676-49.4% | $4,663-49.3% |
| Participant deferral / active EE | $3,166 | $6,466-51.0% | $5,629-43.8% | $6,691-52.7% |
| Admin fee / account holder | $50,550 | $19,316+161.7% | $15,914+217.6% | $13,402+277.2% |