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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 | $99,345 | $217,432-54.3% | $185,849-46.5% | $167,536-40.7% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 15.38% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $4,789 | $5,875-18.5% | $5,169-7.3% | $4,839-1.0% |
| Participant deferral / active EE | $3,683 | $6,357-42.1% | $5,569-33.9% | $6,342-41.9% |
| Admin fee / account holder | $3,436 | $19,818-82.7% | $16,244-78.8% | $12,315-72.1% |