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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 | $54,837 | $196,972-72.2% | $182,262-69.9% | $198,609-72.4% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | 20.63% | 158.27%-137.6pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $3,672 | $5,364-31.5% | $5,046-27.2% | $5,055-27.4% |
| Participant deferral / active EE | $7,685 | $8,643-11.1% | $8,276-7.1% | $6,977+10.1% |
| Admin fee / account holder | $6,024 | $18,429-67.3% | $16,712-64.0% | $19,030-68.3% |