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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 | $83,822 | $125,184-33.0% | $105,607-20.6% | $145,884-42.5% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 13.75% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,538 | $3,720-31.8% | $3,167-19.9% | $4,662-45.6% |
| Participant deferral / active EE | $6,140 | $5,714+7.5% | $5,011+22.5% | $6,690-8.2% |
| Admin fee / account holder | $1,094 | $17,133-93.6% | $10,958-90.0% | $13,392-91.8% |