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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 | $56,332 | $111,785-49.6% | $93,669-39.9% | $145,877-61.4% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 10.40% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,157 | $3,096-30.3% | $2,424-11.0% | $4,663-53.8% |
| Participant deferral / active EE | $6,527 | $4,919+32.7% | $4,416+47.8% | $6,691-2.4% |
| Admin fee / account holder | $5,052 | $10,256-50.7% | $8,291-39.1% | $13,402-62.3% |