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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 | $162,136-46.3% | $152,301-42.9% | $154,746-43.8% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 21.43% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $4,500 | $4,890-8.0% | $4,624-2.7% | $4,379+2.8% |
| Participant deferral / active EE | $11,659 | $8,341+39.8% | $8,004+45.7% | $6,730+73.2% |
| Admin fee / account holder | $5,542 | $15,759-64.8% | $14,398-61.5% | $14,365-61.4% |