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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 | $100,139-16.1% | $85,187-1.3% | $145,884-42.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 14.52% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,480 | $3,238-23.4% | $2,732-9.3% | $4,662-46.8% |
| Participant deferral / active EE | $12,261 | $5,296+131.5% | $4,525+171.0% | $6,690+83.3% |
| Admin fee / account holder | $17,266 | $7,262+137.8% | $6,162+180.2% | $13,392+28.9% |