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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 | $89,131 | $183,592-51.5% | $155,574-42.7% | $145,877-38.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.56% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,473 | $5,317-34.7% | $4,676-25.7% | $4,663-25.5% |
| Participant deferral / active EE | $6,318 | $6,466-2.3% | $5,629+12.2% | $6,691-5.6% |
| Admin fee / account holder | $1,970 | $19,316-89.8% | $15,914-87.6% | $13,402-85.3% |