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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 | $85,534 | $129,737-34.1% | $119,126-28.2% | $154,746-44.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 16.61% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,630 | $4,375-17.0% | $4,034-10.0% | $4,379-17.1% |
| Participant deferral / active EE | $9,196 | $5,842+57.4% | $5,318+72.9% | $6,730+36.6% |
| Admin fee / account holder | $4,729 | $11,961-60.5% | $10,693-55.8% | $14,365-67.1% |