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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 | $70,195 | $148,558-52.7% | $135,925-48.4% | $139,427-49.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.94% | 79.22%-66.3pp | 68.25%-55.3pp | 373.27%-360.3pp |
| Employer contribution / active EE | $3,999 | $5,244-23.7% | $4,857-17.7% | $4,752-15.8% |
| Participant deferral / active EE | $6,384 | $8,101-21.2% | $7,759-17.7% | $6,711-4.9% |
| Admin fee / account holder | $58,256 | $12,401+369.7% | $10,764+441.2% | $11,404+410.8% |