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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 | $54,537 | $217,432-74.9% | $185,849-70.7% | $167,536-67.4% |
| Participation rate | 94.7% | 86.1%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 8.97% | 148.42%-139.5pp | 122.10%-113.1pp | 478.82%-469.9pp |
| Employer contribution / active EE | $3,173 | $5,875-46.0% | $5,169-38.6% | $4,839-34.4% |
| Participant deferral / active EE | $6,159 | $6,357-3.1% | $5,569+10.6% | $6,342-2.9% |
| Admin fee / account holder | $3,397 | $19,818-82.9% | $16,244-79.1% | $12,315-72.4% |