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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 | $82,001 | $102,638-20.1% | $81,9820% | $158,982-48.4% |
| Participation rate | 86.4% | 75.5%+10.8pp | 69.3%+17.1pp | 82.0%+4.4pp |
| Annual return | 15.60% | 61.05%-45.5pp | 41.31%-25.7pp | 302.99%-287.4pp |
| Employer contribution / active EE | $3,731 | $3,241+15.1% | $2,498+49.3% | $4,763-21.7% |
| Participant deferral / active EE | $8,823 | $4,649+89.8% | $3,722+137.0% | $5,983+47.5% |
| Admin fee / account holder | $8,445 | $8,237+2.5% | $5,665+49.1% | $11,252-24.9% |