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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 | $148,623-31.8% | $135,974-25.5% | $139,466-27.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.35% | 79.30%-65.9pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $3,221 | $5,246-38.6% | $4,859-33.7% | $4,754-32.2% |
| Participant deferral / active EE | $6,734 | $8,103-16.9% | $7,760-13.2% | $6,712+0.3% |
| Admin fee / account holder | $1,751 | $12,406-85.9% | $10,767-83.7% | $11,409-84.6% |