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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 | $99,440 | $149,040-33.3% | $120,225-17.3% | $137,256-27.6% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 12.91% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,759 | $4,350-13.6% | $3,475+8.2% | $4,156-9.5% |
| Participant deferral / active EE | $8,878 | $4,655+90.7% | $3,999+122.0% | $6,407+38.6% |
| Admin fee / account holder | $951 | $6,348-85.0% | $5,696-83.3% | $12,270-92.2% |