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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 | $96,149 | $183,592-47.6% | $155,567-38.2% | $145,959-34.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.33% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $7,365 | $5,315+38.6% | $4,674+57.6% | $4,661+58.0% |
| Participant deferral / active EE | $4,197 | $6,464-35.1% | $5,628-25.4% | $6,689-37.3% |
| Admin fee / account holder | $2,224 | $19,318-88.5% | $15,916-86.0% | $13,398-83.4% |