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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 | $118,696 | $183,592-35.3% | $155,567-23.7% | $145,959-18.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.23% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,275 | $5,315-38.4% | $4,674-29.9% | $4,661-29.7% |
| Participant deferral / active EE | $4,479 | $6,464-30.7% | $5,628-20.4% | $6,689-33.0% |
| Admin fee / account holder | $2,905 | $19,318-85.0% | $15,916-81.7% | $13,398-78.3% |