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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 | $70,404 | $197,637-64.4% | $177,848-60.4% | $158,982-55.7% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 18.68% | 58.77%-40.1pp | 48.33%-29.6pp | 302.99%-284.3pp |
| Employer contribution / active EE | $6,327 | $6,698-5.5% | $5,919+6.9% | $4,763+32.8% |
| Participant deferral / active EE | $6,341 | $8,405-24.6% | $7,714-17.8% | $5,983+6.0% |
| Admin fee / account holder | $2,989 | $15,406-80.6% | $12,431-76.0% | $11,252-73.4% |