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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 | $117,627 | $183,592-35.9% | $155,567-24.4% | $145,959-19.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.88% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $3,320 | $5,315-37.5% | $4,674-29.0% | $4,661-28.8% |
| Participant deferral / active EE | $5,944 | $6,464-8.0% | $5,628+5.6% | $6,689-11.1% |
| Admin fee / account holder | $4,186 | $19,318-78.3% | $15,916-73.7% | $13,398-68.8% |