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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 | $82,400 | $148,582-44.5% | $135,942-39.4% | $139,456-40.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.59% | 79.26%-66.7pp | 68.28%-55.7pp | 373.45%-360.9pp |
| Employer contribution / active EE | $3,300 | $5,245-37.1% | $4,858-32.1% | $4,753-30.6% |
| Participant deferral / active EE | $5,860 | $8,101-27.7% | $7,759-24.5% | $6,711-12.7% |
| Admin fee / account holder | $22,370 | $12,402+80.4% | $10,764+107.8% | $11,407+96.1% |