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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 | $85,249 | $105,210-19.0% | $159,487-46.5% | $85,851-0.7% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.8%+12.3pp | 69.3%+25.9pp |
| Annual return | 13.95% | 45.08%-31.1pp | 263.71%-249.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,060 | $3,319-37.9% | $4,831-57.4% | $2,565-19.7% |
| Participant deferral / active EE | $9,271 | $5,946+55.9% | $7,354+26.1% | $3,952+134.6% |
| Admin fee / account holder | $11,212 | $6,934+61.7% | $10,804+3.8% | $6,261+79.1% |