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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 | $87,784 | $209,425-58.1% | $178,499-50.8% | $158,966-44.8% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.33% | 188.80%-177.5pp | 151.10%-139.8pp | 302.95%-291.6pp |
| Employer contribution / active EE | $4,584 | $5,707-19.7% | $5,011-8.5% | $4,762-3.7% |
| Participant deferral / active EE | $6,102 | $5,955+2.5% | $5,202+17.3% | $5,983+2.0% |
| Admin fee / account holder | $2,184 | $17,078-87.2% | $13,986-84.4% | $11,250-80.6% |