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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 | $81,183 | $108,882-25.4% | $96,754-16.1% | $154,746-47.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 15.82% | 98.39%-82.6pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,350 | $3,018-22.1% | $2,679-12.3% | $4,379-46.3% |
| Participant deferral / active EE | $2,932 | $5,323-44.9% | $4,758-38.4% | $6,730-56.4% |
| Admin fee / account holder | $1,662 | $10,200-83.7% | $8,905-81.3% | $14,365-88.4% |