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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 | $82,123 | $97,125-15.4% | $86,233-4.8% | $137,256-40.2% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 15.16% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,545 | $2,841+24.7% | $2,504+41.5% | $4,156-14.7% |
| Participant deferral / active EE | $13,099 | $5,180+152.9% | $4,559+187.3% | $6,407+104.5% |
| Admin fee / account holder | $15,127 | $9,725+55.6% | $8,342+81.3% | $12,270+23.3% |