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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 | $183,627-51.5% | $155,602-42.7% | $145,978-38.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.56% | 61.32%-49.8pp | 64.81%-53.2pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,473 | $5,316-34.7% | $4,675-25.7% | $4,662-25.5% |
| Participant deferral / active EE | $6,318 | $6,466-2.3% | $5,629+12.3% | $6,690-5.5% |
| Admin fee / account holder | $1,970 | $19,327-89.8% | $15,923-87.6% | $13,400-85.3% |