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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 | $77,699 | $183,592-57.7% | $155,574-50.1% | $145,877-46.7% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 12.39% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,792 | $5,317-47.5% | $4,676-40.3% | $4,663-40.1% |
| Participant deferral / active EE | $5,182 | $6,466-19.9% | $5,629-7.9% | $6,691-22.5% |
| Admin fee / account holder | $1,903 | $19,316-90.1% | $15,914-88.0% | $13,402-85.8% |