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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 | $94,542 | $125,778-24.8% | $114,563-17.5% | $154,746-38.9% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.9%+21.2pp | 80.7%+13.4pp |
| Annual return | 16.84% | 295.14%-278.3pp | 241.09%-224.3pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,395 | $2,806+21.0% | $2,592+31.0% | $4,379-22.5% |
| Participant deferral / active EE | $8,174 | $4,445+83.9% | $4,142+97.3% | $6,730+21.4% |
| Admin fee / account holder | $3,486 | $8,190-57.4% | $7,623-54.3% | $14,365-75.7% |