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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 | $80,063 | $149,040-46.3% | $120,225-33.4% | $137,256-41.7% |
| Participation rate | 85.0% | 75.4%+9.6pp | 69.6%+15.4pp | 80.0%+5.0pp |
| Annual return | 14.25% | 605.68%-591.4pp | 439.23%-425.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,570 | $4,350-40.9% | $3,475-26.0% | $4,156-38.2% |
| Participant deferral / active EE | $5,486 | $4,655+17.9% | $3,999+37.2% | $6,407-14.4% |
| Admin fee / account holder | $1,772 | $6,348-72.1% | $5,696-68.9% | $12,270-85.6% |