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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 | $104,656 | $198,457-47.3% | $170,435-38.6% | $147,586-29.1% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 15.70% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,234 | $6,183-63.9% | $5,432-58.9% | $4,876-54.2% |
| Participant deferral / active EE | $6,691 | $5,629+18.9% | $4,939+35.5% | $5,439+23.0% |
| Admin fee / account holder | $4,022 | $16,852-76.1% | $13,881-71.0% | $10,886-63.1% |