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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 | $79,404 | $89,259-11.0% | $107,187-25.9% | $82,637-3.9% |
| Participation rate | 90.7% | 67.9%+22.8pp | 75.0%+15.7pp | 68.1%+22.6pp |
| Annual return | 17.54% | 21.02%-3.5pp | 204.55%-187.0pp | 53.51%-36.0pp |
| Employer contribution / active EE | $9,434 | $3,080+206.3% | $3,782+149.4% | $2,552+269.6% |
| Participant deferral / active EE | $7,715 | $4,037+91.1% | $5,096+51.4% | $4,126+87.0% |
| Admin fee / account holder | $11,120 | $7,381+50.7% | $9,162+21.4% | $7,339+51.5% |