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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 | $89,168 | $160,040-44.3% | $147,096-39.4% | $145,877-38.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 22.20% | 98.49%-76.3pp | 419.75%-397.6pp | 551.28%-529.1pp |
| Employer contribution / active EE | $4,674 | $5,289-11.6% | $4,936-5.3% | $4,663+0.2% |
| Participant deferral / active EE | $11,013 | $8,429+30.7% | $8,071+36.5% | $6,691+64.6% |
| Admin fee / account holder | $5,358 | $15,050-64.4% | $13,005-58.8% | $13,402-60.0% |