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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 | $117,895-34.1% | $102,460-24.2% | $145,897-46.8% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 13.90% | 31.92%-18.0pp | 29.47%-15.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $8,929 | $3,619+146.7% | $3,025+195.2% | $4,663+91.5% |
| Participant deferral / active EE | $11,205 | $5,736+95.3% | $5,056+121.6% | $6,689+67.5% |
| Admin fee / account holder | $3,961 | $13,353-70.3% | $9,460-58.1% | $13,390-70.4% |