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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 | $100,214 | $157,829-36.5% | $136,867-26.8% | $198,609-49.5% |
| Participation rate | 95.2% | 77.2%+18.1pp | 74.5%+20.7pp | 82.4%+12.9pp |
| Annual return | 16.43% | 51.25%-34.8pp | 42.97%-26.5pp | 202.70%-186.3pp |
| Employer contribution / active EE | $5,115 | $3,923+30.4% | $3,547+44.2% | $5,055+1.2% |
| Participant deferral / active EE | $8,646 | $5,463+58.3% | $4,924+75.6% | $6,977+23.9% |
| Admin fee / account holder | $6,231 | $11,107-43.9% | $10,340-39.7% | $19,030-67.3% |