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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 | $114,119-39.6% | $107,187-35.7% | $138,895-50.4% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.0%+18.3pp | 79.9%+13.4pp |
| Annual return | 15.71% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $10,313 | $4,059+154.1% | $3,782+172.7% | $4,194+145.9% |
| Participant deferral / active EE | $5,209 | $5,538-5.9% | $5,096+2.2% | $6,396-18.6% |
| Admin fee / account holder | $4,963 | $10,024-50.5% | $9,162-45.8% | $12,562-60.5% |