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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 | $80,906 | $183,592-55.9% | $155,574-48.0% | $145,877-44.5% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.73% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,639 | $5,317-50.4% | $4,676-43.6% | $4,663-43.4% |
| Participant deferral / active EE | $4,471 | $6,466-30.9% | $5,629-20.6% | $6,691-33.2% |
| Admin fee / account holder | $1,467 | $19,316-92.4% | $15,914-90.8% | $13,402-89.1% |