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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 | $107,106 | $175,259-38.9% | $149,723-28.5% | $139,487-23.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.81% | 166.82%-143.0pp | 134.50%-110.7pp | 373.84%-350.0pp |
| Employer contribution / active EE | $1,113 | $5,478-79.7% | $4,821-76.9% | $4,755-76.6% |
| Participant deferral / active EE | $6,466 | $6,522-0.9% | $5,682+13.8% | $6,713-3.7% |
| Admin fee / account holder | $603 | $16,158-96.3% | $13,215-95.4% | $11,407-94.7% |