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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 | $50,594 | $175,231-71.1% | $149,696-66.2% | $139,466-63.7% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 15.06% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $7,013 | $5,478+28.0% | $4,821+45.5% | $4,754+47.5% |
| Participant deferral / active EE | $5,043 | $6,521-22.7% | $5,682-11.2% | $6,712-24.9% |
| Admin fee / account holder | $1,992 | $16,155-87.7% | $13,212-84.9% | $11,409-82.5% |