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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 | $68,643 | $175,231-60.8% | $149,696-54.1% | $139,466-50.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 14.31% | 166.77%-152.5pp | 134.46%-120.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,630 | $5,478-70.2% | $4,821-66.2% | $4,754-65.7% |
| Participant deferral / active EE | $6,658 | $6,521+2.1% | $5,682+17.2% | $6,712-0.8% |
| Admin fee / account holder | $659 | $16,155-95.9% | $13,212-95.0% | $11,409-94.2% |