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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 | $78,417 | $217,432-63.9% | $185,849-57.8% | $167,536-53.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.70% | 148.42%-138.7pp | 122.10%-112.4pp | 478.82%-469.1pp |
| Employer contribution / active EE | $14,394 | $5,875+145.0% | $5,169+178.5% | $4,839+197.4% |
| Participant deferral / active EE | $9,816 | $6,357+54.4% | $5,569+76.3% | $6,342+54.8% |
| Admin fee / account holder | $1,649 | $19,818-91.7% | $16,244-89.8% | $12,315-86.6% |