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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 | $88,982 | $181,062-50.9% | $158,223-43.8% | $155,188-42.7% |
| Participation rate | 82.4% | 82.7%-0.3pp | 79.2%+3.2pp | 80.8%+1.5pp |
| Annual return | 13.49% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $3,704 | $4,565-18.9% | $4,109-9.9% | $4,248-12.8% |
| Participant deferral / active EE | $3,900 | $6,134-36.4% | $5,467-28.7% | $6,531-40.3% |
| Admin fee / account holder | $42,752 | $18,825+127.1% | $16,047+166.4% | $14,480+195.3% |