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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 | $114,508 | $154,754-26.0% | $124,206-7.8% | $138,895-17.6% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.6%+23.3pp | 79.9%+12.9pp |
| Annual return | 16.75% | 709.28%-692.5pp | 515.27%-498.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $11,079 | $4,446+149.2% | $3,540+213.0% | $4,194+164.2% |
| Participant deferral / active EE | $26,247 | $4,621+468.0% | $3,968+561.5% | $6,396+310.3% |
| Admin fee / account holder | $1,559 | $6,690-76.7% | $5,929-73.7% | $12,562-87.6% |