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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 | $183,516-43.9% | $155,534-33.8% | $145,884-29.4% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 14.79% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,356 | $5,315-55.7% | $4,675-49.6% | $4,662-49.5% |
| Participant deferral / active EE | $5,924 | $6,467-8.4% | $5,630+5.2% | $6,690-11.5% |
| Admin fee / account holder | $4,460 | $19,293-76.9% | $15,900-72.0% | $13,392-66.7% |