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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 | $82,880 | $108,897-23.9% | $100,378-17.4% | $145,877-43.2% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 13.35% | 58.17%-44.8pp | 49.41%-36.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $3,045 | $4,420-31.1% | $3,942-22.7% | $4,663-34.7% |
| Participant deferral / active EE | $7,455 | $8,455-11.8% | $8,087-7.8% | $6,691+11.4% |
| Admin fee / account holder | $831 | $9,690-91.4% | $7,899-89.5% | $13,402-93.8% |