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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 | $89,982 | $198,457-54.7% | $170,435-47.2% | $147,586-39.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 9.79% | 257.30%-247.5pp | 205.94%-196.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $2,607 | $6,183-57.8% | $5,432-52.0% | $4,876-46.5% |
| Participant deferral / active EE | $2,874 | $5,629-49.0% | $4,939-41.8% | $5,439-47.2% |
| Admin fee / account holder | $6,887 | $16,852-59.1% | $13,881-50.4% | $10,886-36.7% |