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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 | $93,943 | $109,411-14.1% | $89,435+5.0% | $158,982-40.9% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 7.28% | 345.68%-338.4pp | 245.55%-238.3pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,914 | $3,173-39.7% | $2,587-26.0% | $4,763-59.8% |
| Participant deferral / active EE | $6,600 | $4,600+43.5% | $3,890+69.6% | $5,983+10.3% |
| Admin fee / account holder | $8,109 | $6,159+31.7% | $4,884+66.0% | $11,252-27.9% |