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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 | $87,038 | $196,972-55.8% | $182,262-52.2% | $198,609-56.2% |
| Participation rate | 94.7% | 85.7%+9.0pp | 84.2%+10.5pp | 82.4%+12.4pp |
| Annual return | 21.43% | 158.27%-136.8pp | 140.60%-119.2pp | 202.70%-181.3pp |
| Employer contribution / active EE | $4,500 | $5,364-16.1% | $5,046-10.8% | $5,055-11.0% |
| Participant deferral / active EE | $11,659 | $8,643+34.9% | $8,276+40.9% | $6,977+67.1% |
| Admin fee / account holder | $5,542 | $18,429-69.9% | $16,712-66.8% | $19,030-70.9% |