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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 | $63,506 | $90,397-29.7% | $76,002-16.4% | $145,959-56.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 10.36% | 621.97%-611.6pp | 360.07%-349.7pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,135 | $3,317-35.6% | $2,688-20.6% | $4,661-54.2% |
| Participant deferral / active EE | $9,978 | $5,163+93.2% | $4,257+134.4% | $6,689+49.2% |
| Admin fee / account holder | $1,661 | $8,369-80.2% | $6,414-74.1% | $13,398-87.6% |