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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 | $73,893 | $185,905-60.3% | $170,057-56.5% | $139,487-47.0% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.7pp | 80.3%+13.4pp |
| Annual return | 18.16% | 60.56%-42.4pp | 53.42%-35.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $7,666 | $7,597+0.9% | $6,790+12.9% | $4,755+61.2% |
| Participant deferral / active EE | $9,377 | $11,627-19.4% | $10,411-9.9% | $6,713+39.7% |
| Admin fee / account holder | $1,169 | $15,397-92.4% | $12,826-90.9% | $11,407-89.8% |