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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 | $86,717 | $183,592-52.8% | $155,574-44.3% | $145,877-40.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 13.93% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $4,082 | $5,317-23.2% | $4,676-12.7% | $4,663-12.5% |
| Participant deferral / active EE | $9,285 | $6,466+43.6% | $5,629+64.9% | $6,691+38.8% |
| Admin fee / account holder | $7,858 | $19,316-59.3% | $15,914-50.6% | $13,402-41.4% |