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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 | $110,689 | $183,627-39.7% | $155,602-28.9% | $145,978-24.2% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.4pp | 80.3%+15.4pp |
| Annual return | 13.01% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $9,204 | $5,316+73.1% | $4,675+96.9% | $4,662+97.4% |
| Participant deferral / active EE | $7,103 | $6,466+9.9% | $5,629+26.2% | $6,690+6.2% |
| Admin fee / account holder | $1,575 | $19,327-91.8% | $15,923-90.1% | $13,400-88.2% |