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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 | $183,539-43.3% | $155,556-33.1% | $145,897-28.7% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 11.40% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,905 | $5,315-64.2% | $4,675-59.3% | $4,663-59.2% |
| Participant deferral / active EE | $5,783 | $6,467-10.6% | $5,631+2.7% | $6,689-13.5% |
| Admin fee / account holder | $13,908 | $19,275-27.8% | $15,885-12.4% | $13,390+3.9% |