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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 | $116,895 | $103,008+13.5% | $90,304+29.4% | $152,897-23.5% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.5%+13.2pp |
| Annual return | 19.89% | 95.22%-75.3pp | 78.13%-58.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,950 | $4,281+15.6% | $3,885+27.4% | $5,851-15.4% |
| Admin fee / account holder | $5,571 | $6,175-9.8% | $5,354+4.1% | $11,599-52.0% |