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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 | $93,199 | $115,796-19.5% | $101,264-8.0% | $158,950-41.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 26.34% | 56.15%-29.8pp | 46.48%-20.1pp | 302.91%-276.6pp |
| Employer contribution / active EE | $2,813 | $4,175-32.6% | $3,660-23.1% | $4,762-40.9% |
| Participant deferral / active EE | $5,739 | $4,958+15.8% | $4,370+31.3% | $5,983-4.1% |
| Admin fee / account holder | $12,903 | $7,247+78.0% | $5,947+117.0% | $11,248+14.7% |