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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 | $78,771 | $106,918-26.3% | $84,021-6.2% | $152,897-48.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 18.96% | 105.01%-86.0pp | 71.32%-52.4pp | 345.43%-326.5pp |
| Employer contribution / active EE | $5,106 | $2,735+86.7% | $1,984+157.4% | $4,764+7.2% |
| Participant deferral / active EE | $3,927 | $4,012-2.1% | $3,239+21.2% | $5,851-32.9% |
| Admin fee / account holder | $14,261 | $8,288+72.1% | $6,102+133.7% | $11,599+22.9% |