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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 | $57,023 | $166,268-65.7% | $165,100-65.5% | $145,897-60.9% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 9.72% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,449 | $5,284+41.0% | $4,348+71.3% | $4,663+59.8% |
| Participant deferral / active EE | $4,509 | $6,964-35.3% | $6,035-25.3% | $6,689-32.6% |
| Admin fee / account holder | $6,505 | $16,659-61.0% | $12,696-48.8% | $13,390-51.4% |