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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 | $183,592-63.8% | $155,574-57.3% | $145,877-54.4% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 11.05% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $8,751 | $5,317+64.6% | $4,676+87.2% | $4,663+87.7% |
| Participant deferral / active EE | $6,790 | $6,466+5.0% | $5,629+20.6% | $6,691+1.5% |
| Admin fee / account holder | $5,668 | $19,316-70.7% | $15,914-64.4% | $13,402-57.7% |