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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 | $83,034 | $129,737-36.0% | $119,126-30.3% | $154,746-46.3% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 15.76% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,522 | $4,375-42.3% | $4,034-37.5% | $4,379-42.4% |
| Participant deferral / active EE | $8,984 | $5,842+53.8% | $5,318+68.9% | $6,730+33.5% |
| Admin fee / account holder | $6,706 | $11,961-43.9% | $10,693-37.3% | $14,365-53.3% |