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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 | $167,030-38.9% | $135,768-24.8% | $155,188-34.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 13.14% | 678.39%-665.3pp | 526.10%-513.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,147 | $4,132-48.1% | $3,394-36.8% | $4,248-49.5% |
| Participant deferral / active EE | $6,035 | $4,528+33.3% | $3,977+51.7% | $6,531-7.6% |
| Admin fee / account holder | $6,978 | $8,172-14.6% | $7,048-1.0% | $14,480-51.8% |