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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 | $77,639 | $117,829-34.1% | $102,423-24.2% | $145,877-46.8% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 13.90% | 31.83%-17.9pp | 29.42%-15.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $8,929 | $3,615+147.0% | $3,023+195.4% | $4,663+91.5% |
| Participant deferral / active EE | $11,205 | $5,732+95.5% | $5,054+121.7% | $6,691+67.5% |
| Admin fee / account holder | $3,961 | $13,335-70.3% | $9,455-58.1% | $13,402-70.4% |