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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 | $85,100 | $111,535-23.7% | $105,223-19.1% | $137,256-38.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 19.90% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,051 | $3,939+2.8% | $3,689+9.8% | $4,156-2.5% |
| Participant deferral / active EE | $8,435 | $5,500+53.4% | $5,072+66.3% | $6,407+31.7% |
| Admin fee / account holder | $15,897 | $9,721+63.5% | $8,859+79.5% | $12,270+29.6% |