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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 | $183,516-55.9% | $155,534-48.0% | $145,884-44.5% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.73% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,639 | $5,315-50.3% | $4,675-43.6% | $4,662-43.4% |
| Participant deferral / active EE | $4,471 | $6,467-30.9% | $5,630-20.6% | $6,690-33.2% |
| Admin fee / account holder | $1,467 | $19,293-92.4% | $15,900-90.8% | $13,392-89.0% |