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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 | $72,048 | $183,592-60.8% | $155,574-53.7% | $145,877-50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.87% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $3,709 | $5,317-30.2% | $4,676-20.7% | $4,663-20.4% |
| Participant deferral / active EE | $5,681 | $6,466-12.1% | $5,629+0.9% | $6,691-15.1% |
| Admin fee / account holder | $3,560 | $19,316-81.6% | $15,914-77.6% | $13,402-73.4% |