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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 | $110,900 | $90,691+22.3% | $76,119+45.7% | $145,884-24.0% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 8.80% | 624.52%-615.7pp | 361.25%-352.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $5,095 | $3,329+53.0% | $2,693+89.2% | $4,662+9.3% |
| Participant deferral / active EE | $7,312 | $5,167+41.5% | $4,259+71.7% | $6,690+9.3% |
| Admin fee / account holder | $2,064 | $8,383-75.4% | $6,421-67.9% | $13,392-84.6% |