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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 | $94,516 | $198,457-52.4% | $170,435-44.5% | $147,586-36.0% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 14.71% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $6,023 | $6,183-2.6% | $5,432+10.9% | $4,876+23.5% |
| Participant deferral / active EE | $4,500 | $5,629-20.1% | $4,939-8.9% | $5,439-17.3% |
| Admin fee / account holder | $11,044 | $16,852-34.5% | $13,881-20.4% | $10,886+1.4% |