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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 | $68,800 | $160,070-57.0% | $147,117-53.2% | $145,897-52.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 12.77% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,367 | $5,285-55.2% | $4,932-52.0% | $4,663-49.2% |
| Participant deferral / active EE | $4,841 | $8,419-42.5% | $8,065-40.0% | $6,689-27.6% |
| Admin fee / account holder | $16,699 | $15,035+11.1% | $12,993+28.5% | $13,390+24.7% |