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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 | $112,025 | $183,516-39.0% | $155,534-28.0% | $145,884-23.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.68% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,095 | $5,315-41.8% | $4,675-33.8% | $4,662-33.6% |
| Participant deferral / active EE | $5,913 | $6,467-8.6% | $5,630+5.0% | $6,690-11.6% |
| Admin fee / account holder | $1,016 | $19,293-94.7% | $15,900-93.6% | $13,392-92.4% |