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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 | $77,892 | $183,539-57.6% | $155,556-49.9% | $145,897-46.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 16.09% | 61.31%-45.2pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $8,139 | $5,315+53.1% | $4,675+74.1% | $4,663+74.6% |
| Participant deferral / active EE | $7,316 | $6,467+13.1% | $5,631+29.9% | $6,689+9.4% |
| Admin fee / account holder | $3,928 | $19,275-79.6% | $15,885-75.3% | $13,390-70.7% |