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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 | $87,941 | $100,911-12.9% | $90,440-2.8% | $158,966-44.7% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.7%+23.1pp | 82.0%+13.9pp |
| Annual return | 12.01% | 1726.62%-1714.6pp | 1294.38%-1282.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $2,024 | $3,690-45.2% | $3,263-38.0% | $4,762-57.5% |
| Participant deferral / active EE | $5,437 | $4,348+25.0% | $3,964+37.2% | $5,983-9.1% |
| Admin fee / account holder | $7,081 | $6,507+8.8% | $5,615+26.1% | $11,250-37.1% |