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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 | $68,075 | $217,432-68.7% | $185,849-63.4% | $167,536-59.4% |
| Participation rate | 95.8% | 86.1%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 11.03% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $6,260 | $5,875+6.6% | $5,169+21.1% | $4,839+29.4% |
| Participant deferral / active EE | $4,492 | $6,357-29.3% | $5,569-19.3% | $6,342-29.2% |
| Admin fee / account holder | $7,082 | $19,818-64.3% | $16,244-56.4% | $12,315-42.5% |