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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 | $111,993 | $90,530+23.7% | $76,030+47.3% | $145,897-23.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 9.05% | 625.08%-616.0pp | 361.54%-352.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,055 | $3,319-38.1% | $2,688-23.5% | $4,663-55.9% |
| Participant deferral / active EE | $3,225 | $5,164-37.6% | $4,257-24.2% | $6,689-51.8% |
| Admin fee / account holder | $3,725 | $8,383-55.6% | $6,421-42.0% | $13,390-72.2% |