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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 | $64,514 | $184,000-64.9% | $162,185-60.2% | $152,909-57.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 17.20% | 150.80%-133.6pp | 115.61%-98.4pp | 345.46%-328.3pp |
| Employer contribution / active EE | $2,699 | $6,370-57.6% | $5,613-51.9% | $4,764-43.3% |
| Participant deferral / active EE | $12,514 | $8,033+55.8% | $7,297+71.5% | $5,851+113.9% |
| Admin fee / account holder | $451 | $13,124-96.6% | $10,844-95.8% | $11,601-96.1% |