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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 | $80,746 | $114,119-29.2% | $107,187-24.7% | $138,895-41.9% |
| Participation rate | 95.2% | 78.1%+17.2pp | 75.0%+20.2pp | 79.9%+15.3pp |
| Annual return | 17.30% | 273.21%-255.9pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $6,500 | $4,059+60.1% | $3,782+71.9% | $4,194+55.0% |
| Participant deferral / active EE | $4,098 | $5,538-26.0% | $5,096-19.6% | $6,396-35.9% |
| Admin fee / account holder | $1,453 | $10,024-85.5% | $9,162-84.1% | $12,562-88.4% |