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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 | $103,568 | $183,988-43.7% | $162,177-36.1% | $152,897-32.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 17.13% | 150.79%-133.7pp | 115.60%-98.5pp | 345.43%-328.3pp |
| Employer contribution / active EE | $2,330 | $6,370-63.4% | $5,613-58.5% | $4,764-51.1% |
| Participant deferral / active EE | $3,647 | $8,032-54.6% | $7,297-50.0% | $5,851-37.7% |
| Admin fee / account holder | $1,429 | $13,123-89.1% | $10,843-86.8% | $11,599-87.7% |