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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 | $80,746 | $129,737-37.8% | $119,126-32.2% | $154,746-47.8% |
| Participation rate | 95.2% | 78.9%+16.4pp | 75.8%+19.5pp | 80.7%+14.5pp |
| Annual return | 17.30% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $6,500 | $4,375+48.6% | $4,034+61.1% | $4,379+48.4% |
| Participant deferral / active EE | $4,098 | $5,842-29.8% | $5,318-22.9% | $6,730-39.1% |
| Admin fee / account holder | $1,453 | $11,961-87.8% | $10,693-86.4% | $14,365-89.9% |