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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 | $148,558-27.4% | $135,925-20.6% | $139,427-22.6% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 20.21% | 79.22%-59.0pp | 68.25%-48.0pp | 373.27%-353.1pp |
| Employer contribution / active EE | $2,999 | $5,244-42.8% | $4,857-38.2% | $4,752-36.9% |
| Participant deferral / active EE | $6,872 | $8,101-15.2% | $7,759-11.4% | $6,711+2.4% |
| Admin fee / account holder | $5,280 | $12,401-57.4% | $10,764-50.9% | $11,404-53.7% |