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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 | $77,014 | $121,701-36.7% | $104,639-26.4% | $158,982-51.6% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 13.84% | 465.72%-451.9pp | 340.67%-326.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $6,793 | $3,165+114.6% | $2,682+153.3% | $4,763+42.6% |
| Participant deferral / active EE | $7,281 | $4,176+74.4% | $3,738+94.8% | $5,983+21.7% |
| Admin fee / account holder | $7,489 | $7,778-3.7% | $6,465+15.8% | $11,252-33.4% |