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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 | $111,787-18.2% | $93,681-2.4% | $145,978-37.4% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 10.15% | 203.52%-193.4pp | 133.47%-123.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $5,494 | $3,093+77.6% | $2,422+126.8% | $4,662+17.9% |
| Participant deferral / active EE | $2,558 | $4,918-48.0% | $4,415-42.1% | $6,690-61.8% |
| Admin fee / account holder | $3,446 | $10,256-66.4% | $8,290-58.4% | $13,400-74.3% |