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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 | $72,266 | $90,530-20.2% | $76,030-5.0% | $145,897-50.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 9.55% | 625.08%-615.5pp | 361.54%-352.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,753 | $3,319+13.1% | $2,688+39.6% | $4,663-19.5% |
| Participant deferral / active EE | $7,091 | $5,164+37.3% | $4,257+66.6% | $6,689+6.0% |
| Admin fee / account holder | $710 | $8,383-91.5% | $6,421-88.9% | $13,390-94.7% |