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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 | $105,025 | $149,040-29.5% | $120,225-12.6% | $137,256-23.5% |
| Participation rate | 93.3% | 75.4%+17.9pp | 69.6%+23.8pp | 80.0%+13.4pp |
| Annual return | 14.37% | 605.68%-591.3pp | 439.23%-424.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $587 | $4,350-86.5% | $3,475-83.1% | $4,156-85.9% |
| Participant deferral / active EE | $2,208 | $4,655-52.6% | $3,999-44.8% | $6,407-65.5% |
| Admin fee / account holder | $5,634 | $6,348-11.2% | $5,696-1.1% | $12,270-54.1% |