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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 | $66,492 | $183,516-63.8% | $155,534-57.2% | $145,884-54.4% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 11.05% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $8,751 | $5,315+64.7% | $4,675+87.2% | $4,662+87.7% |
| Participant deferral / active EE | $6,790 | $6,467+5.0% | $5,630+20.6% | $6,690+1.5% |
| Admin fee / account holder | $5,668 | $19,293-70.6% | $15,900-64.4% | $13,392-57.7% |