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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 | $65,680 | $109,327-39.9% | $89,391-26.5% | $158,931-58.7% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.0%+27.3pp | 82.0%+13.3pp |
| Annual return | 9.37% | 345.68%-336.3pp | 245.62%-236.2pp | 302.86%-293.5pp |
| Employer contribution / active EE | $5,294 | $3,170+67.0% | $2,586+104.8% | $4,761+11.2% |
| Participant deferral / active EE | $7,651 | $4,598+66.4% | $3,890+96.7% | $5,982+27.9% |
| Admin fee / account holder | $9,307 | $6,153+51.3% | $4,881+90.7% | $11,247-17.3% |