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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 | $185,052 | $129,737+42.6% | $119,126+55.3% | $154,746+19.6% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 11.12% | 379.08%-368.0pp | 282.11%-271.0pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,901 | $4,375-56.5% | $4,034-52.9% | $4,379-56.6% |
| Participant deferral / active EE | $3,362 | $5,842-42.5% | $5,318-36.8% | $6,730-50.1% |
| Admin fee / account holder | $8,338 | $11,961-30.3% | $10,693-22.0% | $14,365-42.0% |