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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 | $94,828 | $105,158-9.8% | $94,672+0.2% | $139,487-32.0% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 18.81% | 38.11%-19.3pp | 156.89%-138.1pp | 373.84%-355.0pp |
| Employer contribution / active EE | $5,895 | $4,107+43.5% | $3,673+60.5% | $4,755+24.0% |
| Participant deferral / active EE | $12,755 | $7,599+67.9% | $7,417+72.0% | $6,713+90.0% |
| Admin fee / account holder | $2,773 | $8,972-69.1% | $7,222-61.6% | $11,407-75.7% |