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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 | $68,902 | $111,535-38.2% | $105,223-34.5% | $137,256-49.8% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 15.71% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $10,313 | $3,939+161.8% | $3,689+179.6% | $4,156+148.1% |
| Participant deferral / active EE | $5,209 | $5,500-5.3% | $5,072+2.7% | $6,407-18.7% |
| Admin fee / account holder | $4,963 | $9,721-48.9% | $8,859-44.0% | $12,270-59.6% |