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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 | $68,349 | $108,897-37.2% | $100,378-31.9% | $145,877-53.1% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 23.39% | 58.17%-34.8pp | 49.41%-26.0pp | 551.28%-527.9pp |
| Employer contribution / active EE | $2,137 | $4,420-51.6% | $3,942-45.8% | $4,663-54.2% |
| Participant deferral / active EE | $7,919 | $8,455-6.3% | $8,087-2.1% | $6,691+18.4% |
| Admin fee / account holder | $569 | $9,690-94.1% | $7,899-92.8% | $13,402-95.8% |