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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 | $98,871 | $227,597-56.6% | $189,575-47.8% | $167,536-41.0% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 13.26% | 78.44%-65.2pp | 64.19%-50.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $6,194 | $5,316+16.5% | $4,412+40.4% | $4,839+28.0% |
| Participant deferral / active EE | $6,654 | $7,002-5.0% | $6,174+7.8% | $6,342+4.9% |
| Admin fee / account holder | $443 | $11,877-96.3% | $9,806-95.5% | $12,315-96.4% |