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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 | $83,433 | $132,634-37.1% | $115,768-27.9% | $137,256-39.2% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.4%+10.6pp | 80.0%+5.0pp |
| Annual return | 13.05% | 160.70%-147.7pp | 100.46%-87.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $9,260 | $3,360+175.6% | $2,940+215.0% | $4,156+122.8% |
| Participant deferral / active EE | $2,362 | $5,619-58.0% | $4,917-52.0% | $6,407-63.1% |
| Admin fee / account holder | $2,113 | $15,028-85.9% | $12,439-83.0% | $12,270-82.8% |