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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 | $70,303 | $117,829-40.3% | $102,423-31.4% | $145,877-51.8% |
| Participation rate | 87.0% | 78.6%+8.3pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 21.11% | 31.83%-10.7pp | 29.42%-8.3pp | 551.28%-530.2pp |
| Employer contribution / active EE | $6,952 | $3,615+92.3% | $3,023+130.0% | $4,663+49.1% |
| Participant deferral / active EE | $7,894 | $5,732+37.7% | $5,054+56.2% | $6,691+18.0% |
| Admin fee / account holder | $3,419 | $13,335-74.4% | $9,455-63.8% | $13,402-74.5% |