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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 | $90,294 | $157,276-42.6% | $141,177-36.0% | $152,885-40.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 21.55% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.8pp |
| Employer contribution / active EE | $4,136 | $5,262-21.4% | $4,736-12.7% | $4,763-13.2% |
| Participant deferral / active EE | $10,877 | $7,110+53.0% | $6,710+62.1% | $5,851+85.9% |
| Admin fee / account holder | $5,432 | $12,123-55.2% | $10,263-47.1% | $11,598-53.2% |