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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 | $91,454 | $111,878-18.3% | $93,727-2.4% | $145,897-37.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.1pp |
| Annual return | 10.15% | 204.28%-194.1pp | 133.83%-123.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $5,494 | $3,092+77.7% | $2,421+126.9% | $4,663+17.8% |
| Participant deferral / active EE | $2,558 | $4,920-48.0% | $4,417-42.1% | $6,689-61.8% |
| Admin fee / account holder | $3,446 | $10,256-66.4% | $8,292-58.4% | $13,390-74.3% |