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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 | $70,559 | $209,428-66.3% | $178,498-60.5% | $158,950-55.6% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.96% | 188.78%-177.8pp | 151.09%-140.1pp | 302.91%-292.0pp |
| Employer contribution / active EE | $2,805 | $5,707-50.8% | $5,011-44.0% | $4,762-41.1% |
| Participant deferral / active EE | $8,240 | $5,955+38.4% | $5,202+58.4% | $5,983+37.7% |
| Admin fee / account holder | $1,696 | $17,077-90.1% | $13,985-87.9% | $11,248-84.9% |