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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 | $63,329 | $217,432-70.9% | $185,851-65.9% | $167,553-62.2% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.98% | 148.43%-134.5pp | 122.11%-108.1pp | 478.89%-464.9pp |
| Employer contribution / active EE | $3,764 | $5,874-35.9% | $5,168-27.2% | $4,840-22.2% |
| Participant deferral / active EE | $7,071 | $6,357+11.2% | $5,569+27.0% | $6,343+11.5% |
| Admin fee / account holder | $7,400 | $19,820-62.7% | $16,245-54.4% | $12,316-39.9% |