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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 | $114,053 | $152,592-25.3% | $125,180-8.9% | $152,885-25.4% |
| Participation rate | 95.0% | 83.3%+11.7pp | 79.8%+15.2pp | 82.5%+12.5pp |
| Annual return | 16.19% | 54.84%-38.6pp | 43.79%-27.6pp | 345.39%-329.2pp |
| Employer contribution / active EE | $4,500 | $4,947-9.0% | $3,866+16.4% | $4,763-5.5% |
| Participant deferral / active EE | $3,824 | $5,868-34.8% | $4,937-22.5% | $5,851-34.6% |
| Admin fee / account holder | $762 | $13,435-94.3% | $9,703-92.1% | $11,598-93.4% |