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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 | $75,154 | $117,846-36.2% | $102,434-26.6% | $145,884-48.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.99% | 31.90%-18.9pp | 29.46%-16.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $9,906 | $3,615+174.0% | $3,023+227.7% | $4,662+112.5% |
| Participant deferral / active EE | $3,277 | $5,733-42.8% | $5,055-35.2% | $6,690-51.0% |
| Admin fee / account holder | $12,114 | $13,356-9.3% | $9,462+28.0% | $13,392-9.5% |