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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 | $57,486 | $100,970-43.1% | $96,576-40.5% | $137,256-58.1% |
| Participation rate | 95.2% | 82.6%+12.6pp | 81.4%+13.8pp | 80.0%+15.3pp |
| Annual return | 79.76% | 38.16%+41.6pp | 38.47%+41.3pp | 220.34%-140.6pp |
| Employer contribution / active EE | $6,284 | $3,809+65.0% | $3,553+76.9% | $4,156+51.2% |
| Participant deferral / active EE | $11,626 | $8,286+40.3% | $7,956+46.1% | $6,407+81.5% |
| Admin fee / account holder | $3,874 | $11,312-65.7% | $11,381-66.0% | $12,270-68.4% |