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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 | $62,285 | $162,529-61.7% | $130,788-52.4% | $154,746-59.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 10.15% | 510.48%-500.3pp | 386.44%-376.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $6,722 | $4,447+51.1% | $3,558+88.9% | $4,379+53.5% |
| Participant deferral / active EE | $10,812 | $4,808+124.9% | $4,137+161.3% | $6,730+60.7% |
| Admin fee / account holder | $11,395 | $7,669+48.6% | $6,673+70.8% | $14,365-20.7% |