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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 | $69,082 | $152,592-54.7% | $125,180-44.8% | $152,885-54.8% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.5%+11.3pp |
| Annual return | 28.18% | 54.84%-26.7pp | 43.79%-15.6pp | 345.39%-317.2pp |
| Employer contribution / active EE | $3,938 | $4,947-20.4% | $3,866+1.9% | $4,763-17.3% |
| Participant deferral / active EE | $7,039 | $5,868+19.9% | $4,937+42.6% | $5,851+20.3% |
| Admin fee / account holder | $3,843 | $13,435-71.4% | $9,703-60.4% | $11,598-66.9% |