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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 | $101,746 | $157,296-35.3% | $141,191-27.9% | $152,897-33.5% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 20.90% | 64.34%-43.4pp | 71.41%-50.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $8,360 | $5,262+58.9% | $4,736+76.5% | $4,764+75.5% |
| Participant deferral / active EE | $6,457 | $7,111-9.2% | $6,710-3.8% | $5,851+10.4% |
| Admin fee / account holder | $1,313 | $12,125-89.2% | $10,264-87.2% | $11,599-88.7% |