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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 | $95,464 | $227,633-58.1% | $189,597-49.6% | $167,553-43.0% |
| Participation rate | 94.1% | 82.5%+11.6pp | 78.4%+15.7pp | 82.1%+12.0pp |
| Annual return | 17.95% | 78.45%-60.5pp | 64.20%-46.3pp | 478.89%-460.9pp |
| Employer contribution / active EE | $7,151 | $5,317+34.5% | $4,412+62.1% | $4,840+47.8% |
| Participant deferral / active EE | $3,291 | $7,003-53.0% | $6,174-46.7% | $6,343-48.1% |
| Admin fee / account holder | $3,294 | $11,879-72.3% | $9,807-66.4% | $12,316-73.3% |