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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 | $60,407 | $129,737-53.4% | $119,126-49.3% | $154,746-61.0% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 11.27% | 379.08%-367.8pp | 282.11%-270.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,399 | $4,375-45.2% | $4,034-40.5% | $4,379-45.2% |
| Participant deferral / active EE | $3,080 | $5,842-47.3% | $5,318-42.1% | $6,730-54.2% |
| Admin fee / account holder | $16,756 | $11,961+40.1% | $10,693+56.7% | $14,365+16.6% |