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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 | $78,723 | $149,040-47.2% | $120,225-34.5% | $137,256-42.6% |
| Participation rate | 94.7% | 75.4%+19.3pp | 69.6%+25.2pp | 80.0%+14.8pp |
| Annual return | 14.05% | 605.68%-591.6pp | 439.23%-425.2pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,017 | $4,350-30.6% | $3,475-13.2% | $4,156-27.4% |
| Participant deferral / active EE | $4,573 | $4,655-1.8% | $3,999+14.4% | $6,407-28.6% |
| Admin fee / account holder | $3,435 | $6,348-45.9% | $5,696-39.7% | $12,270-72.0% |