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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 | $105,811 | $185,312-42.9% | $161,489-34.5% | $154,746-31.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 17.84% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,787 | $4,769-41.6% | $4,268-34.7% | $4,379-36.3% |
| Participant deferral / active EE | $5,502 | $6,350-13.3% | $5,630-2.3% | $6,730-18.2% |
| Admin fee / account holder | $5,138 | $18,654-72.5% | $16,006-67.9% | $14,365-64.2% |