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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 | $171,492-51.6% | $150,734-44.9% | $198,609-58.2% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 15.76% | 804.70%-788.9pp | 600.81%-585.0pp | 202.70%-186.9pp |
| Employer contribution / active EE | $2,522 | $5,470-53.9% | $4,918-48.7% | $5,055-50.1% |
| Participant deferral / active EE | $8,984 | $6,259+43.5% | $5,610+60.2% | $6,977+28.8% |
| Admin fee / account holder | $6,706 | $17,628-62.0% | $14,905-55.0% | $19,030-64.8% |