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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 | $109,667 | $121,677-9.9% | $104,625+4.8% | $158,966-31.0% |
| Participation rate | 86.4% | 77.5%+8.8pp | 74.1%+12.3pp | 82.0%+4.4pp |
| Annual return | 5.54% | 465.58%-460.0pp | 340.60%-335.1pp | 302.95%-297.4pp |
| Employer contribution / active EE | $2,029 | $3,165-35.9% | $2,681-24.3% | $4,762-57.4% |
| Participant deferral / active EE | $5,726 | $4,175+37.1% | $3,738+53.2% | $5,983-4.3% |
| Admin fee / account holder | $5,587 | $7,777-28.2% | $6,465-13.6% | $11,250-50.3% |