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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 | $53,040 | $185,312-71.4% | $161,489-67.2% | $154,746-65.7% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 13.73% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $8,330 | $4,769+74.7% | $4,268+95.2% | $4,379+90.2% |
| Participant deferral / active EE | $4,415 | $6,350-30.5% | $5,630-21.6% | $6,730-34.4% |
| Admin fee / account holder | $7,313 | $18,654-60.8% | $16,006-54.3% | $14,365-49.1% |