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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 | $81,941 | $132,099-38.0% | $115,599-29.1% | $138,895-41.0% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.3%+20.2pp | 79.9%+14.5pp |
| Annual return | 15.48% | 176.76%-161.3pp | 111.10%-95.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $10,219 | $3,416+199.2% | $2,955+245.8% | $4,194+143.6% |
| Participant deferral / active EE | $7,414 | $5,617+32.0% | $4,889+51.6% | $6,396+15.9% |
| Admin fee / account holder | $12,808 | $15,650-18.2% | $12,841-0.3% | $12,562+2.0% |