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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 | $72,480 | $166,131-56.4% | $164,975-56.1% | $145,877-50.3% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | 17.33% | 100.37%-83.0pp | 70.12%-52.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $3,128 | $5,276-40.7% | $4,343-28.0% | $4,663-32.9% |
| Participant deferral / active EE | $8,667 | $6,962+24.5% | $6,033+43.7% | $6,691+29.5% |
| Admin fee / account holder | $2,013 | $16,648-87.9% | $12,688-84.1% | $13,402-85.0% |