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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 | $101,443 | $197,637-48.7% | $177,848-43.0% | $158,982-36.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 28.95% | 58.77%-29.8pp | 48.33%-19.4pp | 302.99%-274.0pp |
| Employer contribution / active EE | $5,217 | $6,698-22.1% | $5,919-11.9% | $4,763+9.5% |
| Participant deferral / active EE | $4,928 | $8,405-41.4% | $7,714-36.1% | $5,983-17.6% |
| Admin fee / account holder | $16,447 | $15,406+6.8% | $12,431+32.3% | $11,252+46.2% |