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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 | $71,238 | $202,463-64.8% | $169,397-57.9% | $139,487-48.9% |
| Participation rate | 94.4% | 81.1%+13.3pp | 77.2%+17.3pp | 80.3%+14.1pp |
| Annual return | 10.47% | 532.64%-522.2pp | 406.23%-395.8pp | 373.84%-363.4pp |
| Employer contribution / active EE | $4,301 | $4,694-8.4% | $4,013+7.2% | $4,755-9.6% |
| Participant deferral / active EE | $8,822 | $6,941+27.1% | $6,223+41.8% | $6,713+31.4% |
| Admin fee / account holder | $7,853 | $10,726-26.8% | $9,017-12.9% | $11,407-31.2% |