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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 | $49,842 | $171,492-70.9% | $150,734-66.9% | $198,609-74.9% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 7.13% | 804.70%-797.6pp | 600.81%-593.7pp | 202.70%-195.6pp |
| Employer contribution / active EE | $6,747 | $5,470+23.4% | $4,918+37.2% | $5,055+33.5% |
| Participant deferral / active EE | $3,253 | $6,259-48.0% | $5,610-42.0% | $6,977-53.4% |
| Admin fee / account holder | $34,360 | $17,628+94.9% | $14,905+130.5% | $19,030+80.6% |