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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 | $91,309 | $148,623-38.6% | $135,974-32.8% | $139,466-34.5% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 14.42% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,693 | $5,246-48.7% | $4,859-44.6% | $4,754-43.3% |
| Participant deferral / active EE | $5,173 | $8,103-36.2% | $7,760-33.3% | $6,712-22.9% |
| Admin fee / account holder | $11,488 | $12,406-7.4% | $10,767+6.7% | $11,409+0.7% |