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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 | $109,408 | $176,120-37.9% | $159,487-31.4% | $167,553-34.7% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 15.20% | 331.95%-316.8pp | 263.71%-248.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $3,039 | $5,299-42.6% | $4,831-37.1% | $4,840-37.2% |
| Participant deferral / active EE | $5,745 | $7,752-25.9% | $7,354-21.9% | $6,343-9.4% |
| Admin fee / account holder | $3,599 | $12,561-71.3% | $10,804-66.7% | $12,316-70.8% |