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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 | $93,728 | $154,193-39.2% | $130,045-27.9% | $139,466-32.8% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 29.76% | 32.51%-2.7pp | -137.30%+167.1pp | 373.66%-343.9pp |
| Employer contribution / active EE | $7,494 | $5,292+41.6% | $4,321+73.4% | $4,754+57.6% |
| Participant deferral / active EE | $5,511 | $6,709-17.9% | $5,820-5.3% | $6,712-17.9% |
| Admin fee / account holder | $704 | $13,989-95.0% | $10,600-93.4% | $11,409-93.8% |