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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 | $43,612 | $227,399-80.8% | $189,758-77.0% | $198,609-78.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 12.49% | 61.03%-48.5pp | 52.62%-40.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $3,989 | $5,526-27.8% | $4,767-16.3% | $5,055-21.1% |
| Participant deferral / active EE | $8,582 | $6,837+25.5% | $5,856+46.5% | $6,977+23.0% |
| Admin fee / account holder | $11,734 | $25,162-53.4% | $20,388-42.4% | $19,030-38.3% |