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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 | $13,334 | $90,530-85.3% | $76,030-82.5% | $145,897-90.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 12.99% | 625.08%-612.1pp | 361.54%-348.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,719 | $3,319-48.2% | $2,688-36.0% | $4,663-63.1% |
| Participant deferral / active EE | $6,371 | $5,164+23.4% | $4,257+49.7% | $6,689-4.8% |
| Admin fee / account holder | $11,205 | $8,383+33.7% | $6,421+74.5% | $13,390-16.3% |