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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 | $64,188 | $104,953-38.8% | $84,637-24.2% | $152,909-58.0% |
| Participation rate | 95.2% | 74.8%+20.4pp | 68.2%+27.0pp | 82.5%+12.8pp |
| Annual return | 26.01% | 373.94%-347.9pp | 258.82%-232.8pp | 345.46%-319.5pp |
| Employer contribution / active EE | $5,084 | $3,304+53.9% | $2,653+91.6% | $4,764+6.7% |
| Participant deferral / active EE | $7,678 | $4,691+63.7% | $3,900+96.9% | $5,851+31.2% |
| Admin fee / account holder | $10,340 | $6,244+65.6% | $4,914+110.4% | $11,601-10.9% |