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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 | $79,359 | $166,268-52.3% | $165,100-51.9% | $145,897-45.6% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.6%+7.7pp | 80.3%+6.1pp |
| Annual return | 12.05% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.2pp |
| Employer contribution / active EE | $6,596 | $5,284+24.8% | $4,348+51.7% | $4,663+41.5% |
| Participant deferral / active EE | $10,228 | $6,964+46.9% | $6,035+69.5% | $6,689+52.9% |
| Admin fee / account holder | $3,969 | $16,659-76.2% | $12,696-68.7% | $13,390-70.4% |