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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 | $98,790 | $217,432-54.6% | $185,849-46.8% | $167,536-41.0% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 17.41% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,370 | $5,875-42.6% | $5,169-34.8% | $4,839-30.4% |
| Participant deferral / active EE | $5,585 | $6,357-12.1% | $5,569+0.3% | $6,342-11.9% |
| Admin fee / account holder | $5,406 | $19,818-72.7% | $16,244-66.7% | $12,315-56.1% |