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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 | $211,239-67.5% | $178,528-61.6% | $145,877-53.0% |
| Participation rate | 89.5% | 80.8%+8.7pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 8.67% | 30.22%-21.6pp | 27.11%-18.4pp | 551.28%-542.6pp |
| Employer contribution / active EE | $8,421 | $4,570+84.3% | $3,950+113.2% | $4,663+80.6% |
| Participant deferral / active EE | $2,493 | $6,963-64.2% | $6,278-60.3% | $6,691-62.7% |
| Admin fee / account holder | $14,407 | $12,095+19.1% | $10,419+38.3% | $13,402+7.5% |