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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 | $127,846 | $185,856-31.2% | $170,028-24.8% | $139,456-8.3% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 12.59% | 60.52%-47.9pp | 53.39%-40.8pp | 373.45%-360.9pp |
| Employer contribution / active EE | $5,306 | $7,593-30.1% | $6,788-21.8% | $4,753+11.6% |
| Participant deferral / active EE | $5,352 | $11,623-54.0% | $10,409-48.6% | $6,711-20.3% |
| Admin fee / account holder | $632 | $15,387-95.9% | $12,820-95.1% | $11,407-94.5% |