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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 | $102,620 | $175,231-41.4% | $149,696-31.4% | $139,466-26.4% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 14.78% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $6,528 | $5,478+19.2% | $4,821+35.4% | $4,754+37.3% |
| Participant deferral / active EE | $7,437 | $6,521+14.0% | $5,682+30.9% | $6,712+10.8% |
| Admin fee / account holder | $3,326 | $16,155-79.4% | $13,212-74.8% | $11,409-70.8% |