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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 | $80,012 | $198,457-59.7% | $170,435-53.1% | $147,586-45.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 17.05% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,745 | $6,183-55.6% | $5,432-49.5% | $4,876-43.7% |
| Participant deferral / active EE | $5,088 | $5,629-9.6% | $4,939+3.0% | $5,439-6.4% |
| Admin fee / account holder | $9,080 | $16,852-46.1% | $13,881-34.6% | $10,886-16.6% |