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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 | $79,726 | $118,708-32.8% | $98,920-19.4% | $158,966-49.8% |
| Participation rate | 86.4% | 77.8%+8.5pp | 76.0%+10.3pp | 82.0%+4.4pp |
| Annual return | 21.12% | 372.49%-351.4pp | 196.47%-175.3pp | 302.95%-281.8pp |
| Employer contribution / active EE | $4,915 | $3,334+47.4% | $2,689+82.7% | $4,762+3.2% |
| Participant deferral / active EE | $10,261 | $5,089+101.6% | $4,245+141.7% | $5,983+71.5% |
| Admin fee / account holder | $5,145 | $10,134-49.2% | $6,643-22.5% | $11,250-54.3% |