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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 | $77,271 | $228,395-66.2% | $185,861-58.4% | $158,982-51.4% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 13.50% | 40.82%-27.3pp | 35.96%-22.5pp | 302.99%-289.5pp |
| Employer contribution / active EE | $9,013 | $4,968+81.4% | $4,088+120.5% | $4,763+89.2% |
| Participant deferral / active EE | $7,305 | $6,417+13.8% | $5,634+29.7% | $5,983+22.1% |
| Admin fee / account holder | $757 | $11,869-93.6% | $9,503-92.0% | $11,252-93.3% |