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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 | $78,313 | $176,120-55.5% | $159,487-50.9% | $167,553-53.3% |
| Participation rate | 95.2% | 85.0%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 19.41% | 331.95%-312.5pp | 263.71%-244.3pp | 478.89%-459.5pp |
| Employer contribution / active EE | $7,976 | $5,299+50.5% | $4,831+65.1% | $4,840+64.8% |
| Participant deferral / active EE | $13,623 | $7,752+75.7% | $7,354+85.3% | $6,343+114.8% |
| Admin fee / account holder | $11,424 | $12,561-9.1% | $10,804+5.7% | $12,316-7.2% |