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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 | $94,991 | $217,432-56.3% | $185,849-48.9% | $167,536-43.3% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 10.62% | 148.42%-137.8pp | 122.10%-111.5pp | 478.82%-468.2pp |
| Employer contribution / active EE | $2,768 | $5,875-52.9% | $5,169-46.4% | $4,839-42.8% |
| Participant deferral / active EE | $3,865 | $6,357-39.2% | $5,569-30.6% | $6,342-39.1% |
| Admin fee / account holder | $5,625 | $19,818-71.6% | $16,244-65.4% | $12,315-54.3% |