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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 | $102,963 | $183,592-43.9% | $155,567-33.8% | $145,959-29.5% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 14.79% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,356 | $5,315-55.7% | $4,674-49.6% | $4,661-49.4% |
| Participant deferral / active EE | $5,924 | $6,464-8.4% | $5,628+5.3% | $6,689-11.4% |
| Admin fee / account holder | $4,460 | $19,318-76.9% | $15,916-72.0% | $13,398-66.7% |