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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 | $85,382 | $227,291-62.4% | $214,702-60.2% | $155,188-45.0% |
| Participation rate | 94.1% | 88.0%+6.1pp | 87.5%+6.6pp | 80.8%+13.3pp |
| Annual return | 19.99% | 60.08%-40.1pp | 54.55%-34.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $3,686 | $6,772-45.6% | $6,461-43.0% | $4,248-13.2% |
| Participant deferral / active EE | $7,537 | $9,582-21.3% | $9,147-17.6% | $6,531+15.4% |
| Admin fee / account holder | $7,455 | $20,413-63.5% | $19,830-62.4% | $14,480-48.5% |