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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 | $75,133 | $183,516-59.1% | $155,534-51.7% | $145,884-48.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.70% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $6,814 | $5,315+28.2% | $4,675+45.8% | $4,662+46.1% |
| Participant deferral / active EE | $3,517 | $6,467-45.6% | $5,630-37.5% | $6,690-47.4% |
| Admin fee / account holder | $1,110 | $19,293-94.2% | $15,900-93.0% | $13,392-91.7% |