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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 | $82,560 | $124,351-33.6% | $109,188-24.4% | $167,553-50.7% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.2pp |
| Annual return | 23.89% | 26.04%-2.2pp | 25.76%-1.9pp | 478.89%-455.0pp |
| Employer contribution / active EE | $12,918 | $4,210+206.9% | $3,723+247.0% | $4,840+166.9% |
| Participant deferral / active EE | $1,992 | $5,257-62.1% | $4,654-57.2% | $6,343-68.6% |
| Admin fee / account holder | $1,616 | $7,975-79.7% | $6,755-76.1% | $12,316-86.9% |