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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 | $119,016 | $183,539-35.2% | $155,556-23.5% | $145,897-18.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.40% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,886 | $5,315-8.1% | $4,675+4.5% | $4,663+4.8% |
| Participant deferral / active EE | $5,683 | $6,467-12.1% | $5,631+0.9% | $6,689-15.0% |
| Admin fee / account holder | $3,911 | $19,275-79.7% | $15,885-75.4% | $13,390-70.8% |