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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 | $87,460 | $111,535-21.6% | $105,223-16.9% | $137,256-36.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 19.37% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,739 | $3,939+45.7% | $3,689+55.6% | $4,156+38.1% |
| Participant deferral / active EE | $9,785 | $5,500+77.9% | $5,072+92.9% | $6,407+52.7% |
| Admin fee / account holder | $5,822 | $9,721-40.1% | $8,859-34.3% | $12,270-52.6% |