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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 | $87,690 | $111,830-21.6% | $93,696-6.4% | $145,884-39.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 10.54% | 204.08%-193.5pp | 133.74%-123.2pp | 551.85%-541.3pp |
| Employer contribution / active EE | $6,228 | $3,093+101.4% | $2,422+157.2% | $4,662+33.6% |
| Participant deferral / active EE | $3,439 | $4,920-30.1% | $4,417-22.1% | $6,690-48.6% |
| Admin fee / account holder | $6,656 | $10,249-35.1% | $8,287-19.7% | $13,392-50.3% |