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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 | $76,794 | $108,942-29.5% | $100,415-23.5% | $145,897-47.4% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 18.83% | 58.27%-39.4pp | 49.47%-30.6pp | 552.29%-533.5pp |
| Employer contribution / active EE | $4,343 | $4,422-1.8% | $3,943+10.1% | $4,663-6.9% |
| Participant deferral / active EE | $11,785 | $8,461+39.3% | $8,091+45.7% | $6,689+76.2% |
| Admin fee / account holder | $3,052 | $9,702-68.5% | $7,906-61.4% | $13,390-77.2% |