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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 | $71,700 | $134,817-46.8% | $123,973-42.2% | $155,188-53.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 17.45% | 515.49%-498.0pp | 388.13%-370.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,610 | $4,425-41.0% | $4,126-36.7% | $4,248-38.5% |
| Participant deferral / active EE | $7,240 | $5,706+26.9% | $5,247+38.0% | $6,531+10.9% |
| Admin fee / account holder | $10,144 | $13,245-23.4% | $11,799-14.0% | $14,480-29.9% |