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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 | $149,040-31.5% | $120,225-15.1% | $137,256-25.7% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 13.14% | 605.68%-592.5pp | 439.23%-426.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,147 | $4,350-50.7% | $3,475-38.2% | $4,156-48.4% |
| Participant deferral / active EE | $6,035 | $4,655+29.7% | $3,999+50.9% | $6,407-5.8% |
| Admin fee / account holder | $6,978 | $6,348+9.9% | $5,696+22.5% | $12,270-43.1% |