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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 | $84,052 | $100,203-16.1% | $85,240-1.4% | $145,897-42.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 14.52% | 84.28%-69.8pp | 66.75%-52.2pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,480 | $3,242-23.5% | $2,735-9.3% | $4,663-46.8% |
| Participant deferral / active EE | $12,261 | $5,299+131.4% | $4,527+170.8% | $6,689+83.3% |
| Admin fee / account holder | $17,266 | $7,265+137.7% | $6,165+180.1% | $13,390+28.9% |