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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 | $81,636 | $108,882-25.0% | $96,754-15.6% | $154,746-47.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 70.3%+17.2pp | 80.7%+6.8pp |
| Annual return | 11.38% | 98.39%-87.0pp | 82.04%-70.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $3,629 | $3,018+20.2% | $2,679+35.4% | $4,379-17.1% |
| Participant deferral / active EE | $5,861 | $5,323+10.1% | $4,758+23.2% | $6,730-12.9% |
| Admin fee / account holder | $5,512 | $10,200-46.0% | $8,905-38.1% | $14,365-61.6% |