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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 | $89,328 | $162,529-45.0% | $130,788-31.7% | $154,746-42.3% |
| Participation rate | 92.9% | 75.9%+17.0pp | 70.1%+22.8pp | 80.7%+12.2pp |
| Annual return | 12.83% | 510.48%-497.6pp | 386.44%-373.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,539 | $4,447-20.4% | $3,558-0.5% | $4,379-19.2% |
| Participant deferral / active EE | $6,962 | $4,808+44.8% | $4,137+68.3% | $6,730+3.4% |
| Admin fee / account holder | $2,742 | $7,669-64.2% | $6,673-58.9% | $14,365-80.9% |