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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 | $85,966 | $108,882-21.0% | $96,754-11.1% | $154,746-44.4% |
| Participation rate | 94.4% | 75.1%+19.4pp | 70.3%+24.2pp | 80.7%+13.7pp |
| Annual return | 12.33% | 98.39%-86.1pp | 82.04%-69.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,623 | $3,018+20.0% | $2,679+35.2% | $4,379-17.3% |
| Participant deferral / active EE | $6,676 | $5,323+25.4% | $4,758+40.3% | $6,730-0.8% |
| Admin fee / account holder | $1,570 | $10,200-84.6% | $8,905-82.4% | $14,365-89.1% |