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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 | $78,172 | $111,535-29.9% | $105,223-25.7% | $137,256-43.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 13.87% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $13,488 | $3,939+242.4% | $3,689+265.7% | $4,156+224.5% |
| Participant deferral / active EE | $7,750 | $5,500+40.9% | $5,072+52.8% | $6,407+21.0% |
| Admin fee / account holder | $1,574 | $9,721-83.8% | $8,859-82.2% | $12,270-87.2% |