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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 | $69,369 | $157,276-55.9% | $141,177-50.9% | $152,885-54.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 18.70% | 64.33%-45.6pp | 71.40%-52.7pp | 345.39%-326.7pp |
| Employer contribution / active EE | $8,447 | $5,262+60.5% | $4,736+78.4% | $4,763+77.3% |
| Participant deferral / active EE | $4,998 | $7,110-29.7% | $6,710-25.5% | $5,851-14.6% |
| Admin fee / account holder | $1,717 | $12,123-85.8% | $10,263-83.3% | $11,598-85.2% |