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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 | $78,863 | $144,124-45.3% | $117,857-33.1% | $147,585-46.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 10.48% | 531.17%-520.7pp | 335.09%-324.6pp | 578.57%-568.1pp |
| Employer contribution / active EE | $2,977 | $4,897-39.2% | $3,786-21.4% | $4,876-38.9% |
| Participant deferral / active EE | $7,606 | $5,316+43.1% | $4,482+69.7% | $5,439+39.9% |
| Admin fee / account holder | $3,924 | $10,886-64.0% | $8,020-51.1% | $10,885-63.9% |