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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 | $107,904 | $148,629-27.4% | $135,982-20.6% | $139,487-22.6% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 20.21% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,999 | $5,247-42.8% | $4,859-38.3% | $4,755-36.9% |
| Participant deferral / active EE | $6,872 | $8,102-15.2% | $7,760-11.4% | $6,713+2.4% |
| Admin fee / account holder | $5,280 | $12,406-57.4% | $10,767-51.0% | $11,407-53.7% |