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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 | $108,882-24.6% | $96,754-15.1% | $154,746-46.9% |
| Participation rate | 94.4% | 75.1%+19.4pp | 70.3%+24.2pp | 80.7%+13.7pp |
| Annual return | 15.16% | 98.39%-83.2pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,545 | $3,018+17.4% | $2,679+32.3% | $4,379-19.1% |
| Participant deferral / active EE | $13,099 | $5,323+146.1% | $4,758+175.3% | $6,730+94.6% |
| Admin fee / account holder | $15,127 | $10,200+48.3% | $8,905+69.9% | $14,365+5.3% |