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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 | $66,198 | $109,908-39.8% | $97,161-31.9% | $145,978-54.7% |
| Participation rate | 85.0% | 75.9%+9.1pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 11.22% | 243.80%-232.6pp | 75.36%-64.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $3,156 | $3,077+2.5% | $2,723+15.9% | $4,662-32.3% |
| Participant deferral / active EE | $6,201 | $4,679+32.5% | $4,265+45.4% | $6,690-7.3% |
| Admin fee / account holder | $633 | $6,213-89.8% | $5,647-88.8% | $13,400-95.3% |