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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 | $90,614+23.6% | $76,089+47.2% | $145,877-23.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 9.05% | 623.80%-614.7pp | 360.94%-351.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,055 | $3,324-38.2% | $2,690-23.6% | $4,663-55.9% |
| Participant deferral / active EE | $3,225 | $5,168-37.6% | $4,259-24.3% | $6,691-51.8% |
| Admin fee / account holder | $3,725 | $8,376-55.5% | $6,418-42.0% | $13,402-72.2% |