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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 | $85,427 | $88,117-3.1% | $164,928-48.2% | $74,400+14.8% |
| Participation rate | 93.1% | 73.1%+20.0pp | 78.6%+14.4pp | 67.2%+25.9pp |
| Annual return | 12.95% | 17.27%-4.3pp | 70.08%-57.1pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $7,194 | $2,596+177.1% | $4,343+65.6% | $2,624+174.1% |
| Participant deferral / active EE | $7,639 | $4,501+69.7% | $6,034+26.6% | $4,348+75.7% |
| Admin fee / account holder | $5,904 | $2,230+164.7% | $12,684-53.5% | $1,944+203.7% |