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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 | $92,275 | $183,516-49.7% | $155,534-40.7% | $145,884-36.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.69% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,781 | $5,315-66.5% | $4,675-61.9% | $4,662-61.8% |
| Participant deferral / active EE | $5,756 | $6,467-11.0% | $5,630+2.2% | $6,690-14.0% |
| Admin fee / account holder | $5,661 | $19,293-70.7% | $15,900-64.4% | $13,392-57.7% |