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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 | $97,491 | $134,817-27.7% | $123,973-21.4% | $155,188-37.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.7%+13.3pp | 80.8%+9.2pp |
| Annual return | 15.72% | 515.49%-499.8pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,510 | $4,425-43.3% | $4,126-39.2% | $4,248-40.9% |
| Participant deferral / active EE | $5,163 | $5,706-9.5% | $5,247-1.6% | $6,531-21.0% |
| Admin fee / account holder | $18,494 | $13,245+39.6% | $11,799+56.7% | $14,480+27.7% |