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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 | $89,117 | $112,933-21.1% | $90,970-2.0% | $158,982-43.9% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 10.30% | 215.82%-205.5pp | 134.60%-124.3pp | 302.99%-292.7pp |
| Employer contribution / active EE | $5,604 | $2,893+93.7% | $2,122+164.1% | $4,763+17.7% |
| Participant deferral / active EE | $5,913 | $4,128+43.2% | $3,373+75.3% | $5,983-1.2% |
| Admin fee / account holder | $533 | $8,047-93.4% | $5,961-91.1% | $11,252-95.3% |