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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 | $114,053 | $175,231-34.9% | $149,696-23.8% | $139,466-18.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.61% | 166.77%-153.2pp | 134.46%-120.8pp | 373.66%-360.1pp |
| Employer contribution / active EE | $8,271 | $5,478+51.0% | $4,821+71.6% | $4,754+74.0% |
| Participant deferral / active EE | $12,882 | $6,521+97.5% | $5,682+126.7% | $6,712+91.9% |
| Admin fee / account holder | $3,890 | $16,155-75.9% | $13,212-70.6% | $11,409-65.9% |