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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 | $73,954 | $111,535-33.7% | $105,223-29.7% | $137,256-46.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 20.35% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $10,718 | $3,939+172.1% | $3,689+190.6% | $4,156+157.9% |
| Participant deferral / active EE | $11,596 | $5,500+110.8% | $5,072+128.6% | $6,407+81.0% |
| Admin fee / account holder | $4,915 | $9,721-49.4% | $8,859-44.5% | $12,270-59.9% |