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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 | $83,586 | $129,737-35.6% | $119,126-29.8% | $154,746-46.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 21.79% | 379.08%-357.3pp | 282.11%-260.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $9,261 | $4,375+111.7% | $4,034+129.6% | $4,379+111.5% |
| Participant deferral / active EE | $7,640 | $5,842+30.8% | $5,318+43.7% | $6,730+13.5% |
| Admin fee / account holder | $485 | $11,961-95.9% | $10,693-95.5% | $14,365-96.6% |