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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% | $155,574-33.8% | $145,877-29.4% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 14.79% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,356 | $5,317-55.7% | $4,676-49.6% | $4,663-49.5% |
| Participant deferral / active EE | $5,924 | $6,466-8.4% | $5,629+5.2% | $6,691-11.5% |
| Admin fee / account holder | $4,460 | $19,316-76.9% | $15,914-72.0% | $13,402-66.7% |