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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 | $79,422 | $209,888-62.2% | $189,545-58.1% | $167,553-52.6% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.7pp |
| Annual return | 15.73% | 748.66%-732.9pp | 555.36%-539.6pp | 478.89%-463.2pp |
| Employer contribution / active EE | $2,411 | $6,915-65.1% | $6,162-60.9% | $4,840-50.2% |
| Participant deferral / active EE | $6,854 | $8,934-23.3% | $8,220-16.6% | $6,343+8.1% |
| Admin fee / account holder | $499 | $14,300-96.5% | $12,049-95.9% | $12,316-95.9% |