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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 | $81,630 | $129,737-37.1% | $119,126-31.5% | $154,746-47.2% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 14.74% | 379.08%-364.3pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,947 | $4,375-55.5% | $4,034-51.7% | $4,379-55.5% |
| Participant deferral / active EE | $5,700 | $5,842-2.4% | $5,318+7.2% | $6,730-15.3% |
| Admin fee / account holder | $418 | $11,961-96.5% | $10,693-96.1% | $14,365-97.1% |