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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 | $77,699 | $183,592-57.7% | $155,567-50.1% | $145,959-46.8% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 12.39% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,792 | $5,315-47.5% | $4,674-40.3% | $4,661-40.1% |
| Participant deferral / active EE | $5,182 | $6,464-19.8% | $5,628-7.9% | $6,689-22.5% |
| Admin fee / account holder | $1,903 | $19,318-90.1% | $15,916-88.0% | $13,398-85.8% |