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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 | $54,309 | $166,242-67.3% | $165,071-67.1% | $145,884-62.8% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 10.85% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $7,967 | $5,283+50.8% | $4,347+83.3% | $4,662+70.9% |
| Participant deferral / active EE | $5,289 | $6,964-24.0% | $6,035-12.4% | $6,690-20.9% |
| Admin fee / account holder | $4,095 | $16,658-75.4% | $12,695-67.7% | $13,392-69.4% |