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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 | $148,629-52.8% | $135,982-48.4% | $139,487-49.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 12.94% | 79.33%-66.4pp | 68.32%-55.4pp | 373.84%-360.9pp |
| Employer contribution / active EE | $3,999 | $5,247-23.8% | $4,859-17.7% | $4,755-15.9% |
| Participant deferral / active EE | $6,384 | $8,102-21.2% | $7,760-17.7% | $6,713-4.9% |
| Admin fee / account holder | $58,256 | $12,406+369.6% | $10,767+441.0% | $11,407+410.7% |