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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 | $87,293 | $109,967-20.6% | $97,197-10.2% | $145,877-40.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 9.48% | 244.27%-234.8pp | 75.47%-66.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,678 | $3,077-45.4% | $2,723-38.4% | $4,663-64.0% |
| Participant deferral / active EE | $5,597 | $4,676+19.7% | $4,263+31.3% | $6,691-16.4% |
| Admin fee / account holder | $7,110 | $6,199+14.7% | $5,637+26.1% | $13,402-47.0% |