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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 | $183,516-43.3% | $155,534-33.1% | $145,884-28.7% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 11.40% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,905 | $5,315-64.2% | $4,675-59.3% | $4,662-59.2% |
| Participant deferral / active EE | $5,783 | $6,467-10.6% | $5,630+2.7% | $6,690-13.5% |
| Admin fee / account holder | $13,908 | $19,293-27.9% | $15,900-12.5% | $13,392+3.9% |