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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 | $73,637 | $148,623-50.5% | $135,974-45.8% | $139,466-47.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 16.39% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $7,745 | $5,246+47.6% | $4,859+59.4% | $4,754+62.9% |
| Participant deferral / active EE | $3,672 | $8,103-54.7% | $7,760-52.7% | $6,712-45.3% |
| Admin fee / account holder | $1,207 | $12,406-90.3% | $10,767-88.8% | $11,409-89.4% |