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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 | $87,841 | $210,698-58.3% | $178,014-50.7% | $145,959-39.8% |
| Participation rate | 95.5% | 80.8%+14.7pp | 77.1%+18.4pp | 80.3%+15.2pp |
| Annual return | 13.92% | 386.27%-372.4pp | 294.80%-280.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $4,356 | $4,567-4.6% | $3,950+10.3% | $4,661-6.5% |
| Participant deferral / active EE | $9,096 | $6,958+30.7% | $6,276+44.9% | $6,689+36.0% |
| Admin fee / account holder | $3,848 | $12,016-68.0% | $10,362-62.9% | $13,398-71.3% |