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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 | $105,859 | $112,933-6.3% | $90,970+16.4% | $158,982-33.4% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 10.87% | 215.82%-204.9pp | 134.60%-123.7pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,190 | $2,893-58.9% | $2,122-43.9% | $4,763-75.0% |
| Participant deferral / active EE | $1,679 | $4,128-59.3% | $3,373-50.2% | $5,983-71.9% |
| Admin fee / account holder | $5,726 | $8,047-28.8% | $5,961-3.9% | $11,252-49.1% |