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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 | $92,889 | $185,883-50.0% | $170,043-45.4% | $139,466-33.4% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 14.82% | 60.54%-45.7pp | 53.40%-38.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,805 | $7,596-63.1% | $6,790-58.7% | $4,754-41.0% |
| Participant deferral / active EE | $6,585 | $11,626-43.4% | $10,410-36.7% | $6,712-1.9% |
| Admin fee / account holder | $3,120 | $15,393-79.7% | $12,824-75.7% | $11,409-72.7% |