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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 | $104,075 | $183,592-43.3% | $155,574-33.1% | $145,877-28.7% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 11.40% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,905 | $5,317-64.2% | $4,676-59.3% | $4,663-59.2% |
| Participant deferral / active EE | $5,783 | $6,466-10.6% | $5,629+2.7% | $6,691-13.6% |
| Admin fee / account holder | $13,908 | $19,316-28.0% | $15,914-12.6% | $13,402+3.8% |