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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 | $68,140 | $111,787-39.0% | $93,681-27.3% | $145,978-53.3% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 11.80% | 203.52%-191.7pp | 133.47%-121.7pp | 550.52%-538.7pp |
| Employer contribution / active EE | $3,726 | $3,093+20.5% | $2,422+53.8% | $4,662-20.1% |
| Participant deferral / active EE | $10,543 | $4,918+114.4% | $4,415+138.8% | $6,690+57.6% |
| Admin fee / account holder | $3,366 | $10,256-67.2% | $8,290-59.4% | $13,400-74.9% |