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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 | $82,587 | $142,430-42.0% | $115,170-28.3% | $152,897-46.0% |
| Participation rate | 93.8% | 82.4%+11.4pp | 75.9%+17.8pp | 82.5%+11.3pp |
| Annual return | 21.85% | 41.48%-19.6pp | 35.60%-13.7pp | 345.43%-323.6pp |
| Employer contribution / active EE | $4,667 | $4,011+16.4% | $3,179+46.8% | $4,764-2.0% |
| Participant deferral / active EE | $3,045 | $5,165-41.1% | $4,169-27.0% | $5,851-48.0% |
| Admin fee / account holder | $8,066 | $8,464-4.7% | $7,089+13.8% | $11,599-30.5% |