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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 | $71,020 | $148,623-52.2% | $135,974-47.8% | $139,466-49.1% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 19.92% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,097 | $5,246-60.0% | $4,859-56.8% | $4,754-55.9% |
| Participant deferral / active EE | $4,979 | $8,103-38.6% | $7,760-35.8% | $6,712-25.8% |
| Admin fee / account holder | $9,936 | $12,406-19.9% | $10,767-7.7% | $11,409-12.9% |