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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 | $85,021 | $110,093-22.8% | $97,295-12.6% | $145,897-41.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 11.34% | 244.76%-233.4pp | 75.62%-64.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,702 | $3,077-12.2% | $2,723-0.8% | $4,663-42.1% |
| Participant deferral / active EE | $7,736 | $4,678+65.4% | $4,264+81.4% | $6,689+15.6% |
| Admin fee / account holder | $596 | $6,212-90.4% | $5,646-89.5% | $13,390-95.6% |