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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 | $94,617 | $183,592-48.5% | $155,567-39.2% | $145,959-35.2% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 11.79% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $9,140 | $5,315+72.0% | $4,674+95.6% | $4,661+96.1% |
| Participant deferral / active EE | $6,000 | $6,464-7.2% | $5,628+6.6% | $6,689-10.3% |
| Admin fee / account holder | $2,639 | $19,318-86.3% | $15,916-83.4% | $13,398-80.3% |