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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 | $102,047 | $162,529-37.2% | $130,788-22.0% | $154,746-34.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 13.14% | 510.48%-497.3pp | 386.44%-373.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,147 | $4,447-51.7% | $3,558-39.7% | $4,379-51.0% |
| Participant deferral / active EE | $6,035 | $4,808+25.5% | $4,137+45.9% | $6,730-10.3% |
| Admin fee / account holder | $6,978 | $7,669-9.0% | $6,673+4.6% | $14,365-51.4% |