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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 | $86,835 | $125,190-30.6% | $105,624-17.8% | $145,897-40.5% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 12.37% | 225.22%-212.9pp | 116.20%-103.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,402 | $3,720-35.4% | $3,168-24.2% | $4,663-48.5% |
| Participant deferral / active EE | $6,239 | $5,716+9.2% | $5,013+24.5% | $6,689-6.7% |
| Admin fee / account holder | $3,858 | $17,138-77.5% | $10,961-64.8% | $13,390-71.2% |