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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 | $114,842 | $70,366+63.2% | $66,674+72.2% | $138,895-17.3% |
| Participation rate | 82.4% | 76.2%+6.2pp | 73.7%+8.7pp | 79.9%+2.4pp |
| Annual return | 15.14% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $905 | $2,765-67.3% | $2,620-65.4% | $4,194-78.4% |
| Participant deferral / active EE | $1,637 | $4,374-62.6% | $4,084-59.9% | $6,396-74.4% |
| Admin fee / account holder | $2,290 | $5,262-56.5% | $5,098-55.1% | $12,562-81.8% |