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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 | $69,582 | $85,171-18.3% | $172,752-59.7% | $72,975-4.7% |
| Participation rate | 91.4% | 70.1%+21.4pp | 82.6%+8.8pp | 69.5%+21.9pp |
| Annual return | 25.82% | 27.32%-1.5pp | 802.97%-777.1pp | 81.01%-55.2pp |
| Employer contribution / active EE | $3,692 | $3,324+11.1% | $5,144-28.2% | $2,440+51.3% |
| Participant deferral / active EE | $6,016 | $3,260+84.5% | $5,198+15.7% | $3,608+66.8% |
| Admin fee / account holder | $2,338 | $5,880-60.2% | $13,955-83.2% | $5,124-54.4% |