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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 | $79,336 | $232,540-65.9% | $185,117-57.1% | $147,586-46.2% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 14.22% | 43.03%-28.8pp | 40.50%-26.3pp | 578.59%-564.4pp |
| Employer contribution / active EE | $3,163 | $5,195-39.1% | $4,182-24.4% | $4,876-35.1% |
| Participant deferral / active EE | $6,723 | $5,834+15.2% | $5,045+33.3% | $5,439+23.6% |
| Admin fee / account holder | $4,079 | $10,275-60.3% | $8,159-50.0% | $10,886-62.5% |