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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 | $93,734 | $129,737-27.8% | $119,126-21.3% | $154,746-39.4% |
| Participation rate | 95.2% | 78.9%+16.4pp | 75.8%+19.5pp | 80.7%+14.5pp |
| Annual return | 17.63% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,860 | $4,375+56.8% | $4,034+70.1% | $4,379+56.7% |
| Participant deferral / active EE | $6,046 | $5,842+3.5% | $5,318+13.7% | $6,730-10.2% |
| Admin fee / account holder | $10,286 | $11,961-14.0% | $10,693-3.8% | $14,365-28.4% |