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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 | $82,880 | $83,337-0.5% | $67,834+22.2% | $273,972-69.7% |
| Participation rate | 91.7% | 76.4%+15.2pp | 68.8%+22.9pp | 83.0%+8.7pp |
| Annual return | 6.53% | 259.45%-252.9pp | 138.47%-131.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $6,528 | $3,287+98.6% | $2,403+171.6% | $4,869+34.1% |
| Participant deferral / active EE | $6,542 | $4,088+60.0% | $3,160+107.0% | $5,287+23.7% |
| Admin fee / account holder | $6,044 | $6,752-10.5% | $4,622+30.8% | $10,133-40.4% |