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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 | $81,368 | $171,492-52.6% | $150,734-46.0% | $198,609-59.0% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 9.56% | 804.70%-795.1pp | 600.81%-591.2pp | 202.70%-193.1pp |
| Employer contribution / active EE | $2,377 | $5,470-56.5% | $4,918-51.7% | $5,055-53.0% |
| Participant deferral / active EE | $5,175 | $6,259-17.3% | $5,610-7.8% | $6,977-25.8% |
| Admin fee / account holder | $4,653 | $17,628-73.6% | $14,905-68.8% | $19,030-75.5% |