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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 | $103,639 | $183,539-43.5% | $155,556-33.4% | $145,897-29.0% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 10.94% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $4,599 | $5,315-13.5% | $4,675-1.6% | $4,663-1.4% |
| Participant deferral / active EE | $3,487 | $6,467-46.1% | $5,631-38.1% | $6,689-47.9% |
| Admin fee / account holder | $674 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |