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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 | $72,337 | $134,817-46.3% | $123,973-41.7% | $155,188-53.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.7%+13.3pp | 80.8%+9.2pp |
| Annual return | 18.28% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $6,123 | $4,425+38.4% | $4,126+48.4% | $4,248+44.1% |
| Participant deferral / active EE | $11,435 | $5,706+100.4% | $5,247+117.9% | $6,531+75.1% |
| Admin fee / account holder | $2,280 | $13,245-82.8% | $11,799-80.7% | $14,480-84.3% |