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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 | $93,525 | $202,440-53.8% | $169,390-44.8% | $139,466-32.9% |
| Participation rate | 93.8% | 81.1%+12.6pp | 77.2%+16.6pp | 80.3%+13.4pp |
| Annual return | 15.08% | 532.36%-517.3pp | 406.07%-391.0pp | 373.66%-358.6pp |
| Employer contribution / active EE | $5,928 | $4,693+26.3% | $4,013+47.7% | $4,754+24.7% |
| Participant deferral / active EE | $7,158 | $6,940+3.1% | $6,222+15.0% | $6,712+6.7% |
| Admin fee / account holder | $750 | $10,722-93.0% | $9,015-91.7% | $11,409-93.4% |