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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 | $78,723 | $154,754-49.1% | $124,206-36.6% | $138,895-43.3% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.6%+25.2pp | 79.9%+14.8pp |
| Annual return | 14.05% | 709.28%-695.2pp | 515.27%-501.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,017 | $4,446-32.1% | $3,540-14.8% | $4,194-28.1% |
| Participant deferral / active EE | $4,573 | $4,621-1.0% | $3,968+15.3% | $6,396-28.5% |
| Admin fee / account holder | $3,435 | $6,690-48.7% | $5,929-42.1% | $12,562-72.7% |