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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 | $76,716 | $172,111-55.4% | $150,298-49.0% | $137,256-44.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 14.75% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,649 | $4,636+43.4% | $4,154+60.0% | $4,156+60.0% |
| Participant deferral / active EE | $5,197 | $6,166-15.7% | $5,453-4.7% | $6,407-18.9% |
| Admin fee / account holder | $1,334 | $16,471-91.9% | $14,116-90.5% | $12,270-89.1% |