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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 | $109,199 | $208,088-47.5% | $186,193-41.4% | $154,746-29.4% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.1%+13.4pp | 80.7%+9.8pp |
| Annual return | 12.29% | 89.97%-77.7pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,929 | $4,340-32.5% | $3,918-25.2% | $4,379-33.1% |
| Participant deferral / active EE | $6,741 | $7,078-4.8% | $6,513+3.5% | $6,730+0.2% |
| Admin fee / account holder | $7,462 | $11,698-36.2% | $11,058-32.5% | $14,365-48.1% |