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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 | $48,863 | $90,489-46.0% | $76,051-35.7% | $145,978-66.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.1%+25.0pp | 80.3%+13.8pp |
| Annual return | 9.76% | 622.78%-613.0pp | 360.42%-350.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $3,135 | $3,319-5.5% | $2,690+16.6% | $4,662-32.7% |
| Participant deferral / active EE | $6,845 | $5,164+32.5% | $4,257+60.8% | $6,690+2.3% |
| Admin fee / account holder | $9,844 | $8,374+17.6% | $6,416+53.4% | $13,400-26.5% |