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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 | $183,592-53.6% | $155,574-45.3% | $145,877-41.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.91% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,733 | $5,317-29.8% | $4,676-20.2% | $4,663-19.9% |
| Participant deferral / active EE | $3,522 | $6,466-45.5% | $5,629-37.4% | $6,691-47.4% |
| Admin fee / account holder | $2,385 | $19,316-87.7% | $15,914-85.0% | $13,402-82.2% |