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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 | $76,806 | $166,131-53.8% | $164,975-53.4% | $145,877-47.3% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 12.81% | 100.37%-87.6pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,566 | $5,276-51.4% | $4,343-40.9% | $4,663-45.0% |
| Participant deferral / active EE | $6,797 | $6,962-2.4% | $6,033+12.7% | $6,691+1.6% |
| Admin fee / account holder | $9,742 | $16,648-41.5% | $12,688-23.2% | $13,402-27.3% |