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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 | $89,640 | $175,259-48.9% | $149,723-40.1% | $139,487-35.7% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 21.21% | 166.82%-145.6pp | 134.50%-113.3pp | 373.84%-352.6pp |
| Employer contribution / active EE | $2,765 | $5,478-49.5% | $4,821-42.7% | $4,755-41.9% |
| Participant deferral / active EE | $6,790 | $6,522+4.1% | $5,682+19.5% | $6,713+1.1% |
| Admin fee / account holder | $2,517 | $16,158-84.4% | $13,215-81.0% | $11,407-77.9% |