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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 | $135,103 | $185,312-27.1% | $161,489-16.3% | $154,746-12.7% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 10.71% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,996 | $4,769-37.2% | $4,268-29.8% | $4,379-31.6% |
| Participant deferral / active EE | $5,941 | $6,350-6.4% | $5,630+5.5% | $6,730-11.7% |
| Admin fee / account holder | $53,050 | $18,654+184.4% | $16,006+231.4% | $14,365+269.3% |