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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 | $92,687 | $175,257-47.1% | $149,717-38.1% | $139,456-33.5% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 12.95% | 166.70%-153.8pp | 134.41%-121.5pp | 373.45%-360.5pp |
| Employer contribution / active EE | $1,841 | $5,477-66.4% | $4,820-61.8% | $4,753-61.3% |
| Participant deferral / active EE | $4,712 | $6,521-27.7% | $5,682-17.1% | $6,711-29.8% |
| Admin fee / account holder | $6,837 | $16,156-57.7% | $13,213-48.3% | $11,407-40.1% |