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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 | $54,004 | $175,231-69.2% | $149,696-63.9% | $139,466-61.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 13.54% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,776 | $5,478-49.3% | $4,821-42.4% | $4,754-41.6% |
| Participant deferral / active EE | $3,465 | $6,521-46.9% | $5,682-39.0% | $6,712-48.4% |
| Admin fee / account holder | $411 | $16,155-97.5% | $13,212-96.9% | $11,409-96.4% |