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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 | $83,947 | $115,810-27.5% | $101,271-17.1% | $158,966-47.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 33.64% | 56.15%-22.5pp | 46.48%-12.8pp | 302.95%-269.3pp |
| Employer contribution / active EE | $5,372 | $4,175+28.7% | $3,660+46.8% | $4,762+12.8% |
| Participant deferral / active EE | $11,011 | $4,958+122.1% | $4,371+151.9% | $5,983+84.0% |
| Admin fee / account holder | $2,943 | $7,248-59.4% | $5,948-50.5% | $11,250-73.8% |