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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 | $68,902 | $129,737-46.9% | $119,126-42.2% | $154,746-55.5% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 15.71% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.6pp |
| Employer contribution / active EE | $10,313 | $4,375+135.7% | $4,034+155.7% | $4,379+135.5% |
| Participant deferral / active EE | $5,209 | $5,842-10.8% | $5,318-2.0% | $6,730-22.6% |
| Admin fee / account holder | $4,963 | $11,961-58.5% | $10,693-53.6% | $14,365-65.5% |