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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 | $101,356 | $148,582-31.8% | $135,942-25.4% | $139,456-27.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.35% | 79.26%-65.9pp | 68.28%-54.9pp | 373.45%-360.1pp |
| Employer contribution / active EE | $3,221 | $5,245-38.6% | $4,858-33.7% | $4,753-32.2% |
| Participant deferral / active EE | $6,734 | $8,101-16.9% | $7,759-13.2% | $6,711+0.3% |
| Admin fee / account holder | $1,751 | $12,402-85.9% | $10,764-83.7% | $11,407-84.6% |