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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 | $85,154 | $183,539-53.6% | $155,556-45.3% | $145,897-41.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.91% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,733 | $5,315-29.8% | $4,675-20.2% | $4,663-19.9% |
| Participant deferral / active EE | $3,522 | $6,467-45.5% | $5,631-37.4% | $6,689-47.3% |
| Admin fee / account holder | $2,385 | $19,275-87.6% | $15,885-85.0% | $13,390-82.2% |