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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 | $110,512 | $203,483-45.7% | $152,473-27.5% | $167,553-34.0% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.2%+15.9pp | 82.1%+12.0pp |
| Annual return | 11.03% | 13.80%-2.8pp | 757.59%-746.6pp | 478.89%-467.9pp |
| Employer contribution / active EE | $4,050 | $5,219-22.4% | $4,326-6.4% | $4,840-16.3% |
| Participant deferral / active EE | $6,300 | $6,711-6.1% | $5,817+8.3% | $6,343-0.7% |
| Admin fee / account holder | $3,699 | $22,521-83.6% | $15,811-76.6% | $12,316-70.0% |