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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 | $125,237-30.7% | $105,608-17.8% | $145,877-40.5% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 12.37% | 225.76%-213.4pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,402 | $3,720-35.4% | $3,167-24.2% | $4,663-48.5% |
| Participant deferral / active EE | $6,239 | $5,711+9.3% | $5,010+24.5% | $6,691-6.7% |
| Admin fee / account holder | $3,858 | $17,287-77.7% | $11,028-65.0% | $13,402-71.2% |