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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 | $76,198 | $183,516-58.5% | $155,534-51.0% | $145,884-47.8% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 11.55% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $11,543 | $5,315+117.2% | $4,675+146.9% | $4,662+147.6% |
| Participant deferral / active EE | $9,415 | $6,467+45.6% | $5,630+67.2% | $6,690+40.7% |
| Admin fee / account holder | $14,599 | $19,293-24.3% | $15,900-8.2% | $13,392+9.0% |