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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 | $97,768 | $162,785-39.9% | $133,959-27.0% | $158,950-38.5% |
| Participation rate | 90.5% | 83.2%+7.3pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | 10.93% | 41.94%-31.0pp | 45.09%-34.2pp | 302.91%-292.0pp |
| Employer contribution / active EE | $5,965 | $4,975+19.9% | $3,919+52.2% | $4,762+25.3% |
| Participant deferral / active EE | $10,284 | $5,910+74.0% | $5,047+103.8% | $5,983+71.9% |
| Admin fee / account holder | $23,791 | $11,738+102.7% | $8,928+166.5% | $11,248+111.5% |