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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 | $74,878 | $171,492-56.3% | $150,734-50.3% | $198,609-62.3% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 13.17% | 804.70%-791.5pp | 600.81%-587.6pp | 202.70%-189.5pp |
| Employer contribution / active EE | $2,346 | $5,470-57.1% | $4,918-52.3% | $5,055-53.6% |
| Participant deferral / active EE | $6,429 | $6,259+2.7% | $5,610+14.6% | $6,977-7.9% |
| Admin fee / account holder | $3,778 | $17,628-78.6% | $14,905-74.7% | $19,030-80.1% |