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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 | $102,351 | $171,492-40.3% | $150,734-32.1% | $198,609-48.5% |
| Participation rate | 88.2% | 81.4%+6.8pp | 78.4%+9.8pp | 82.4%+5.9pp |
| Annual return | 19.80% | 804.70%-784.9pp | 600.81%-581.0pp | 202.70%-182.9pp |
| Employer contribution / active EE | $3,634 | $5,470-33.6% | $4,918-26.1% | $5,055-28.1% |
| Participant deferral / active EE | $7,267 | $6,259+16.1% | $5,610+29.5% | $6,977+4.2% |
| Admin fee / account holder | $4,090 | $17,628-76.8% | $14,905-72.6% | $19,030-78.5% |