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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 | $83,689 | $162,821-48.6% | $133,978-37.5% | $158,982-47.4% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 71.27% | 41.95%+29.3pp | 45.10%+26.2pp | 302.99%-231.7pp |
| Employer contribution / active EE | $5,074 | $4,976+2.0% | $3,919+29.5% | $4,763+6.5% |
| Participant deferral / active EE | $8,908 | $5,910+50.7% | $5,047+76.5% | $5,983+48.9% |
| Admin fee / account holder | $5,390 | $11,742-54.1% | $8,930-39.6% | $11,252-52.1% |