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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 | $81,775 | $183,592-55.5% | $155,574-47.4% | $145,877-43.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 9.77% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,195 | $5,317-58.7% | $4,676-53.0% | $4,663-52.9% |
| Participant deferral / active EE | $4,794 | $6,466-25.9% | $5,629-14.8% | $6,691-28.3% |
| Admin fee / account holder | $9,099 | $19,316-52.9% | $15,914-42.8% | $13,402-32.1% |