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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 | $77,782 | $107,368-27.6% | $92,915-16.3% | $152,909-49.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 24.87% | 145.64%-120.8pp | 109.45%-84.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,887 | $4,222-31.6% | $3,653-21.0% | $4,764-39.4% |
| Participant deferral / active EE | $7,317 | $4,848+50.9% | $4,238+72.6% | $5,851+25.0% |
| Admin fee / account holder | $436 | $7,082-93.8% | $5,796-92.5% | $11,601-96.2% |