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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 | $104,620 | $96,643+8.3% | $86,617+20.8% | $139,456-25.0% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 24.38% | 106.57%-82.2pp | 591.91%-567.5pp | 373.45%-349.1pp |
| Employer contribution / active EE | $968 | $3,264-70.3% | $3,023-68.0% | $4,753-79.6% |
| Participant deferral / active EE | $2,271 | $4,835-53.0% | $4,437-48.8% | $6,711-66.2% |
| Admin fee / account holder | $422 | $6,406-93.4% | $5,613-92.5% | $11,407-96.3% |