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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 | $120,199 | $183,627-34.5% | $155,602-22.8% | $145,978-17.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.80% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $3,541 | $5,316-33.4% | $4,675-24.3% | $4,662-24.0% |
| Participant deferral / active EE | $5,923 | $6,466-8.4% | $5,629+5.2% | $6,690-11.5% |
| Admin fee / account holder | $34,941 | $19,327+80.8% | $15,923+119.4% | $13,400+160.7% |