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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 | $97,159 | $217,432-55.3% | $185,851-47.7% | $167,553-42.0% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 13.39% | 148.43%-135.0pp | 122.11%-108.7pp | 478.89%-465.5pp |
| Employer contribution / active EE | $3,848 | $5,874-34.5% | $5,168-25.5% | $4,840-20.5% |
| Participant deferral / active EE | $7,942 | $6,357+24.9% | $5,569+42.6% | $6,343+25.2% |
| Admin fee / account holder | $1,164 | $19,820-94.1% | $16,245-92.8% | $12,316-90.5% |