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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 | $94,219 | $81,643+15.4% | $70,462+33.7% | $158,950-40.7% |
| Participation rate | 93.8% | 77.7%+16.0pp | 75.1%+18.7pp | 82.0%+11.8pp |
| Annual return | 11.73% | 208.51%-196.8pp | 109.08%-97.4pp | 302.91%-291.2pp |
| Employer contribution / active EE | $2,426 | $3,218-24.6% | $2,737-11.4% | $4,762-49.1% |
| Participant deferral / active EE | $2,433 | $4,555-46.6% | $3,710-34.4% | $5,983-59.3% |
| Admin fee / account holder | $5,787 | $6,194-6.6% | $3,845+50.5% | $11,248-48.6% |