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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 | $75,442 | $183,539-58.9% | $155,556-51.5% | $145,897-48.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 13.33% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,676 | $5,315-30.8% | $4,675-21.4% | $4,663-21.2% |
| Participant deferral / active EE | $5,680 | $6,467-12.2% | $5,631+0.9% | $6,689-15.1% |
| Admin fee / account holder | $1,983 | $19,275-89.7% | $15,885-87.5% | $13,390-85.2% |