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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 | $78,664 | $109,411-28.1% | $89,435-12.0% | $158,982-50.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 12.95% | 345.68%-332.7pp | 245.55%-232.6pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,149 | $3,173-0.8% | $2,587+21.7% | $4,763-33.9% |
| Participant deferral / active EE | $6,812 | $4,600+48.1% | $3,890+75.1% | $5,983+13.8% |
| Admin fee / account holder | $6,849 | $6,159+11.2% | $4,884+40.2% | $11,252-39.1% |