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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 | $66,319 | $144,130-54.0% | $117,860-43.7% | $147,585-55.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 14.95% | 531.20%-516.2pp | 335.10%-320.1pp | 578.58%-563.6pp |
| Employer contribution / active EE | $7,571 | $4,897+54.6% | $3,786+99.9% | $4,876+55.2% |
| Participant deferral / active EE | $10,457 | $5,316+96.7% | $4,482+133.3% | $5,439+92.3% |
| Admin fee / account holder | $7,760 | $10,887-28.7% | $8,021-3.2% | $10,886-28.7% |