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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 | $78,566 | $135,645-42.1% | $110,243-28.7% | $135,380-42.0% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.8%+14.9pp | 82.6%+12.1pp |
| Annual return | 8.88% | 513.24%-504.4pp | 314.76%-305.9pp | 519.81%-510.9pp |
| Employer contribution / active EE | $2,428 | $4,907-50.5% | $3,827-36.6% | $4,779-49.2% |
| Participant deferral / active EE | $3,546 | $5,507-35.6% | $4,672-24.1% | $5,609-36.8% |
| Admin fee / account holder | $14,909 | $11,458+30.1% | $8,548+74.4% | $10,828+37.7% |