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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 | $102,077 | $183,516-44.4% | $155,534-34.4% | $145,884-30.0% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.86% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,870 | $5,315-64.8% | $4,675-60.0% | $4,662-59.9% |
| Participant deferral / active EE | $6,392 | $6,467-1.1% | $5,630+13.5% | $6,690-4.4% |
| Admin fee / account holder | $8,050 | $19,293-58.3% | $15,900-49.4% | $13,392-39.9% |