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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 | $68,624 | $211,224-67.5% | $178,505-61.6% | $145,897-53.0% |
| Participation rate | 89.5% | 80.8%+8.7pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 8.67% | 30.28%-21.6pp | 27.16%-18.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $8,421 | $4,577+84.0% | $3,955+112.9% | $4,663+80.6% |
| Participant deferral / active EE | $2,493 | $6,966-64.2% | $6,280-60.3% | $6,689-62.7% |
| Admin fee / account holder | $14,407 | $12,109+19.0% | $10,428+38.2% | $13,390+7.6% |