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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 | $90,691-46.1% | $76,119-35.8% | $145,884-66.5% |
| Participation rate | 94.1% | 74.5%+19.7pp | 69.1%+25.0pp | 80.3%+13.8pp |
| Annual return | 9.76% | 624.52%-614.8pp | 361.25%-351.5pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,135 | $3,329-5.8% | $2,693+16.4% | $4,662-32.8% |
| Participant deferral / active EE | $6,845 | $5,167+32.5% | $4,259+60.7% | $6,690+2.3% |
| Admin fee / account holder | $9,844 | $8,383+17.4% | $6,421+53.3% | $13,392-26.5% |