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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 | $45,963 | $208,088-77.9% | $186,193-75.3% | $154,746-70.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 11.70% | 89.97%-78.3pp | 78.03%-66.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $5,099 | $4,340+17.5% | $3,918+30.1% | $4,379+16.5% |
| Participant deferral / active EE | $8,011 | $7,078+13.2% | $6,513+23.0% | $6,730+19.0% |
| Admin fee / account holder | $10,809 | $11,698-7.6% | $11,058-2.2% | $14,365-24.8% |