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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 | $74,597 | $111,878-33.3% | $93,727-20.4% | $145,897-48.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 11.52% | 204.28%-192.8pp | 133.83%-122.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $5,493 | $3,092+77.6% | $2,421+126.9% | $4,663+17.8% |
| Participant deferral / active EE | $2,994 | $4,920-39.2% | $4,417-32.2% | $6,689-55.2% |
| Admin fee / account holder | $8,885 | $10,256-13.4% | $8,292+7.2% | $13,390-33.6% |