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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 | $93,080 | $112,121-17.0% | $95,960-3.0% | $158,966-41.4% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 16.21% | 171.16%-155.0pp | 91.63%-75.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $2,344 | $3,199-26.7% | $2,541-7.7% | $4,762-50.8% |
| Participant deferral / active EE | $4,985 | $4,784+4.2% | $4,167+19.6% | $5,983-16.7% |
| Admin fee / account holder | $4,345 | $10,135-57.1% | $6,797-36.1% | $11,250-61.4% |